On this episode of Brokers Learning Technology, Eric Fox from Income Portfolio Strategies joins Danny Mayer and Andrew Kennedy to discuss how his office utilizes eMoney with their clients to provide planning services and make quick pivots when necessary. Eric discusses a wide variety of scenarios in which he uses eMoney and how the use of eMoney has impacted his clients financial planning efforts.
LaSalle St. Securities Presents: Brokers Learning Technology, a new podcast focused on discussing the everyday workflows and technologies that registered representatives and investment advisors utilize in the field.
