Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq
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The post Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq appeared first on and was written by Elana Iskowitz.
Come on in and sit back relax, youâre listening to Episode 159 of the WealthTech Today podcast. Iâm your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. Our topic this month is Advisor Experience. Weâre talking [â¦]
The post Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq appeared first on and was written by Elana Iskowitz.
Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq