Welcome to Episode 3 of the GET READY! With Tony Steuer podcast in partnership with Insurance Nerds.
In this episode, of GET READY!, 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: www.epnavigator.com
Subscribe to the GET READY! With Tony Steuer Podcast
Buzzsprout: http://www.buzzsprout.com/530449
YouTube: https://www.youtube.com/channel/UCLFLB1LrzEHs0q6LXehCBqA
About The GET READY! with Tony Steuer Podcast: On the GET READY! Podcast, I’ll be catching up with inspiring professionals from a variety of backgrounds and experiences to help bring you innovative strategies to organize your financial life. GET READY! With Tony Steuer will help you be informed and financially prepared today and in the future. We’ll also talk about best practices from both the consumer and industry perspectives.
Welcome to Episode 3 of the GET READY! With Tony Steuer podcast in partnership with Insurance Nerds.
In this episode, of GET READY!, 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: www.epnavigator.com
Subscribe to the GET READY! With Tony Steuer Podcast
Buzzsprout: http://www.buzzsprout.com/530449
YouTube: https://www.youtube.com/channel/UCLFLB1LrzEHs0q6LXehCBqA
About The GET READY! with Tony Steuer Podcast: On the GET READY! Podcast, I’ll be catching up with inspiring professionals from a variety of backgrounds and experiences to help bring you innovative strategies to organize your financial life. GET READY! With Tony Steuer will help you be informed and financially prepared today and in the future. We’ll also talk about best practices from both the consumer and industry perspectives.