Mar 18, 2020
Our upcoming Pulse podcast, Leading With Technology: Borrow, Buy or Build! will premiere on March 18, 2020. Royal Alliance financial professional Trisha Qualy, Certified Financial Planner at Minneapolis-based Affiliated Advisors, is our guest speaker. Trisha’s background as an educator taught her the importance of dialogue, and she is committed to actively engaging clients during their financial journey. She’s bringing that philosophy to our podcast, where she’ll share how technology has positively impacted her business, tips for leveraging Advisor Group’s tech offerings effectively and ways tech has elevated her client relationships.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.