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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. Online chat increases the conversions of both existing customers and prospects doing their research, resulting in more customers and new relationships.

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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. James completed both his Undergraduate and Master of Science Degrees at the University of Utah in Business Management and Information Systems specializing in Product Management.

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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.