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Transitions by Diversified Episode 3 | Streamlining Tech with COO Anthony LaBarbera
Автор: Diversified, LLC
Загружено: 2025-10-01
Просмотров: 15
Описание:
In this episode of Transitions by Diversified, Anthony LaBarbera, COO & Director of Technology at Diversified, shares how advisors can use technology to enhance, not complicate, the client experience. Learn what works, what doesn’t, and how to truly differentiate your firm in a tech-driven world.
Learn more: https://diversifiedllcadvisor.com/
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