25 Apr Technology Does Not Replace The Advice And Direction Of An Advisor – Tony Leal – President, MoneyGuidePro #FearlessFinancialAdvisorPodcast
A discussion with Tony Leal, President and CTO of PIEtech/MoneyGuidePro on the future of technology in financial planning. MoneyGuidePro is recognised as the most popular financial planning software in the U.S. It's software is used by independent solo advisors all the way up to Schwab....