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Leading With Technology: Borrow, Buy or Build!

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.

Listen to Podcast - http://advisorgroup.libsyn.com/leading-with-technology-borrow-buy-or-build


A Women Forward initiative, W Pulse brings you inside the inspirational narratives of women who are enjoying success on their own terms – and committed to helping other women do the same. W Pulse features insights, observations, and best practices from your female peers and industry thought leaders. Available on iTunes, Google Play, or your favorite podcast app. Search for “Advisor Group W Pulse.

Check the background of this firm/advisor on FINRA’s BrokerCheck.