『45. The Role of Custodians and Digital Marketing in Advisor Efficiency, with Tony Stitch of Entrustody』のカバーアート

45. The Role of Custodians and Digital Marketing in Advisor Efficiency, with Tony Stitch of Entrustody

45. The Role of Custodians and Digital Marketing in Advisor Efficiency, with Tony Stitch of Entrustody

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 Don’t blame the advisor, blame the tech stack.According to Tony Stitch, CRO of Entrustody, there’s no substitute for a custodian that improves an advisor’s efficiency and closes prospects. Tony hops on the podcast to discuss the qualities that advisors should be looking for in custodians — and how Entrustody is revolutionizing the industry by offering custody as a service. He also shares why digital marketing is important to embrace. Episode 45 of “On the Circuit” was recorded live ...
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