Produced By: Ensombl
This week, Pat speaks with George Haramis, Co-Founder and CEO of moneyGPS. They discuss the digital advice platform, its origins, features, benefits for financial advisers and clients, future development plans and expanding its reach both domestically and internationally.
Accreditation Points Allocation:
Technical Competence 0.4
Client Care and Practice 0.2
Regulatory Compliance and Consumer Protection 0.1
General 0.1