"Our technology is not supplanting the advisor’s historical relationship, we’re in fact enhancing it. We’re not a robo product, we’re a bionic advisor product." JeremyFloyd, President & CEO, Finworx
“The paradigm of the client doing business with me on my terms has changed into me, the advisor, doing business with the client on their terms.” Jeremy Floyd, BPV Capital Management
“Innovate where you differentiate” was the major message of a webinar by leading innovation expert and author, Steve Shapiro, with his guest Scott McKain, a best-sell
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