In this episode, John A. Kailunas II and Jordan Fischer, CFP, AIF discuss the Pro Plan Assist program, designed to streamline the financial planning process for advisors. They explore the technology behind the program, its impact on closing ratios, and the overall benefits for financial advisors. The conversation emphasizes the importance of a high-touch approach in a tech-driven industry, showcasing how Pro Plan Assist can enhance advisor-client relationships and improve business outcomes.
Podcast Closing
