Bob in Idaho recently asked us via a community question “Why is it so hard for new innovation to break into enterprises?”. Given our background as practicing financial advisors who became fintech CEOs we jumped at the chance to have a conversation about innovation in financial services to share our experience or should we say trials & tribulations when it comes to helping an old industry and profession innovate at a faster pace. It can be frustrating as a financial advisor wanting the newest and best tech. It can be frustrating as a fintech CEO to get your solution adopted by enterprise partners. Join us to learn what it’s really like when trying to innovate in our industry.
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