Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Linda Ding, Director of Strategic Marketing at Laserfiche, discussing key learnings from the Laserfiche Annual Survey and what she’s learned throughout her career in the financial services industry. In this episode, you will learn: Why Advisors are focusing on … Continue reading Episode 25 – How Technology Can Help Advisors Master the Client Journey – with Linda Ding →