Have Some Fun in ’21

This week on The Compound Show – getting ready for 2021! Josh talks to Doug Boneparth of Bone Fide Wealth about surviving and thriving in the coming year. Financial advisor use of technology exploded this past year and now there’s a significant increase in adoption, comfort and expectations on the part of their clients. Better get your tech right this year if you intend to compete. Plus – the regulators...

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source https://thereformedbroker.com/2021/01/01/have-some-fun-in-21/

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