Contrary to what many fintech companies will say, you can’t scale advice and planning with technology. But advisors can make the process more efficient, argues Michael Kitces.
Although prices are currently down, volatility is high and uncertainty prevails, the fundamental purpose of the digital asset ecosystem remains firmly grounded.
This webinar on Tues. June 7th, will share a process that will help advisors compare and contrast another option with their current firm, plus provides a proven self-assessment process.