Episode 20 - How to Close Clients Faster with Technology
Mike Langford is joined by Andy Ambrose, co-founder & President of Liveoak Technologies to explore how the use of compliant and secure video conferencing coupled with digital signatures and identity verification is transforming the speed of business for wealth management and other financial services firms. Imagine how much better your business would be if you could completely eliminate the need for client paperwork and the constraint of meeting in person for transactional tasks? Liveoak Technologies is making that world possible.