Coming LIVE from T3 2022 - Robb Baldwin from TradePMR

Robb Baldwin, CEO of TradePMR, joins Johnny and Torie in this live episode from the 2022 T3 Advisor Conference. Robb offers his thoughts on how improvements to digital onboarding are shaping the advisory industry, the importance of combining great customer service with great technology, and how TradePMR provides a well-rounded and focused client experience for their advisors.

A podcast where two friends talk about fintech trends in the wealth management industry...and tacos.

• No. of episodes: 57
• Latest episode: 2022-07-29
• Technology

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