GetReal! - 11 - Jeff Mount - GetReal! with Jeff Mount

00:29:37Added: 17.12.2020
Please join Co-Hosts, Meg Hanington and Genevieve E. Thayer of GetReal! and their guest Jeff Mount President of Real Intelligence, LLCJeff shares the value of Dynamic Mapping an AI solution for the modern financial advisory practiceDynamic mapping provides advisors an opportunity to build multi-generational relationships with each of the families that they serve.