In today's episode, Lisa, David and Guy welcome Bill Bloom to the show.
Bill is a Financial Advisor, Strategic Coach and the Host of the "Retire As You Desire" Podcast.
Some of the topics discussed include: the differences between the approach to technology of the finance industry and law firms; why technology is constantly evolving and the importance of keeping up with those changes; and how understanding the demands of the client can make companies more efficient moving forward.
Guy Remond can be found here:
David Zumpano can be found here:
Lisa Roser can be found here:
GUIDR can be found here:
Bill Bloom can be found here: