From Bill Winterberg: Which features of Apple's latest operating system advisers need to know. Plus his highlights from Apple's 2014 World Wide Developers Conference.
On this week's broadcast, learn about new technology offerings from two of the top institutional custodians, a bold new workflow platform launches with the potential to revolutionize the way you use technology, and a new app is introduced to fill your prospecting funnel with qualified leads.
Plus tech experts on the trends that are sure to affect all advisory businesses, and how some new integrations can provide marketing resources to grow online audiences
Plus a look at a startup challenging video conferencing giants and how Junxure's cloud-based CRM is shaping up.
Plus a look at how Apple's latest product event could affect advisers, and how to spice up client surveys.
Plus, how creating investment policy statements and real-time dossiers about clients has gotten much easier.
