Power your efficiency with electronic forms with Andy Badertscher

Mar 8, 2023 · 18m 19s
Power your efficiency with electronic forms with Andy Badertscher
Description

Very few professions are more familiar with the phrase “the only constant is change” than financial professionals. Almost every facet of the industry, from rules and regulations, best practices, technology...

show more
Very few professions are more familiar with the phrase “the only constant is change” than financial professionals. Almost every facet of the industry, from rules and regulations, best practices, technology and more is subject to change on a quarterly, weekly, and even daily basis. If there are any true constants in the financial services industry, the need to remain efficiency- and productivity-oriented are certainly among them. Addressing this need, form-filling and eSignature tools such as Quik! Forms and DocuSign have the potential to be a productivity and efficiency boon for ONESCO reps and their practices of all sizes and tenures. Join ONESCO Sales & Marketing as we discuss the past, present and future of forms efficiency with the Lead Financial Advisor of The Hummel Group, Andy Badertscher, CFP®, CLU®.
show less
Information
Author AuguStar Financial
Organization AuguStar Financial
Website -
Tags

Looks like you don't have any active episode

Browse Spreaker Catalogue to discover great new content

Current

Podcast Cover

Looks like you don't have any episodes in your queue

Browse Spreaker Catalogue to discover great new content

Next Up

Episode Cover Episode Cover

It's so quiet here...

Time to discover new episodes!

Discover
Your Library
Search