business owner relieved to have life insurance

Should you build your own technology setup?

Investment Executive
December 11, 2023.

In an article with Investment Executive, Scott Stennett, SVP, Chief Operating Officer at Richardson Wealth shares the firm’s approach to providing advisors with digital choice. Advisors can choose from a variety of hardware options for themselves and their support team, and the firm then offers a fulsome digital suite and a tech credit system tied to advisors’ revenue.

“If [advisors] pick the products that we put on our shelf today, we can ensure that the experience is optimized.”

Read more.

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