Wealthies Circle

Wealthies Circle


Advisor Digital Transformation with Pershing – With Claire Santaniello

February 18, 2021

In this episode, David Armstrong, executive director of content at WealthManagement.com, talks to Pershing’s Claire Santaniello as Claire explains everything you need to know about advisor-oriented digital innovation to achieve progressive and lasting workload results. In this conversation, you’ll learn: How COVID-19 has enhanced Pershing’s digital approach for advisors  How Pershing utilizes a streamlined and … Continue reading Advisor Digital Transformation with Pershing – With Claire Santaniello →