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John Haas

As the leader of the consulting and training team, John works directly with clients to help them to navigate our technology platforms. He also executes and evaluates employee educational programs to ensure everyone is up to speed with all of our technology. John is the “why guy” when it comes to determining how advisors use our platforms.

Blog Feature

Financial Advisors  |  Technology  |  Technology Adoption  |  Wealth Management

How to Adopt Wealth Management Technology

Technology is shaking up the way industries do business. While the financial service industry has been somewhat slow to adopt new technology, it now plays a leading role in the ecosystem. There are many different tools that independent advisors can use to improve client services and maximize profitability.

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