4 questions to consider when introducing clients to new fintechs

Financial Advisors


What needs do customers and students face that fintech could potentially meet?

Consumer fintech, or financial products and services that leverage technology (particularly digital or mobile technology), are becoming increasingly popular for financial advisors and educators to incorporate into their practice as companies and products rapidly change, merge, and disappear. It can be difficult. But that’s not a good enough reason to ignore them completely.





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