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Integrating Live Chat with Your Advisor Website

FMG

Live chat is particularly effective for high-value financial services since the shoppers are generally seeking more information. 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?”

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This year’s Wild Crypto Debate

Sara Grillo

His focus was to identify real-world applications and utility to the crypto space in areas such as payments, health care, eCommerce, charitable giving, and sales. Robert is also an Instructor of CFP® Coursework for the College of Financial Planning Online and on Campus at Kennesaw State University. Lee holds a Ph.D.

License 52
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Crypto – just a rock, or a good investment? (debate got wild)

Sara Grillo

His focus was to identify real-world applications and utility to the crypto space in areas such as payments, health care, eCommerce, charitable giving, and sales. In 2019, the American College of Financial Services named Josh as one of five NextGen Financial Services Professionals of the Year. Lee holds a Ph.D.