Wealth Management Today

The post #ItzOnWealthTech Ep 34: Optimizing Advisor Experiences at InvestWest appeared first on Wealth Management Today and was written by Craig Iskowitz. “When you look at how businesses are run, how decisions are made, what we optimize for, oftentimes that’s not the case. And then you look at the core mantra about how our businesses are evolving, and oftentimes they start with the business needs, the advisor needs the revenue growth needs, whatever it is. But we’re […] The post #ItzOnWealthTech Ep 34: Optimizing Advisor Experiences at InvestWest appeared first on Wealth Management Today and was written by Craig Iskowitz.