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Integrating Live Chat with Your Advisor Website

FMG

MARCH 20, 2024

CEO and Lead Financial Planner Nestor Vargas, CFP® , pops up in the corner asking, “Can I help you find the answer to a specific question?” Now, that would make you more likely to work with that company versus the other, which makes getting in touch more difficult, right?

eCommerce 52
eCommerce Financial Planner CFP Management 52
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Crypto – just a rock, or a good investment? (debate got wild)

Sara Grillo

APRIL 10, 2023

Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. ” – Robert Wright, CFP For someone to be able to send payments overseas, bitcoin and cryptocurrencies help with that. – Josh Gonzalez, CFP Wright: This happens in pharma as well. Wright: So is cash.

Investing 52
Investing Investments CFP Financial Advisor 52
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