Welcome to the GET READY! Podcast. In this episode, I spoke with Chris Hall about the blending of technology with human advisors, strategic partnerships and trends. Chris shared how his firm blends a fintech approach with human lawyers to create a streamlined approach to estate planning. The key is being able to leverage technology to expedite processes that are routine with utilizing people for the individualized aspects. The future of financial services is about creating the right balance with technology and people.
Connect with Chris Hall:
LinkedIn: https://www.linkedin.com/in/chrisepnavigator/
EPNavigator home page: https://www.epnavigator.com
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YouTube: https://www.youtube.com/channel/UCLFLB1LrzEHs0q6LXehCBqA