Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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E08 | Using Technology to be a better CFP®
MP3•Episode home
Manage episode 161126594 series 1192009
Content provided by 4FP Agency -- Marketing for Financial Planners and 4FP Agency. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by 4FP Agency -- Marketing for Financial Planners and 4FP Agency or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Amy Hubble of Radix Financial uses technology to improve her client relationships. She uses a system called Trizic. It helps her gain insight into her client's finances, prompts her when to investigate rebalancing their portfolio and has a slick interface for her clients. I like it.
…
continue reading
36 episodes
MP3•Episode home
Manage episode 161126594 series 1192009
Content provided by 4FP Agency -- Marketing for Financial Planners and 4FP Agency. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by 4FP Agency -- Marketing for Financial Planners and 4FP Agency or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Amy Hubble of Radix Financial uses technology to improve her client relationships. She uses a system called Trizic. It helps her gain insight into her client's finances, prompts her when to investigate rebalancing their portfolio and has a slick interface for her clients. I like it.
…
continue reading
36 episodes
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