Oct 6, 2023

InvestmentNews: Mastering technology to serve more clients

Coworkers sitting together around a table in a meeting room

Due to a massive migration of advisors into retirement, too few young people entering the profession, and Boomers and now even Gen Xers retiring in droves, there’s a shortage of advisors that is only going to get worse. In “Mastering technology to serve more clients,” his September 27th, 2023, practice management column for InvestmentNews, Allworth Co-CEO Scott Hanson explains how advisors can utilize technology to avoid burnout and still serve more clients.

Read the full article at InvestmentNews.