We are in the business of transforming the financial salesman into a professional advisor. When it comes to financial security and financial well-being, you come across a range of agents and advisors. While they are a key player for your financial journey, you need to avoid the toxic advisors and get proper service support on time._x000d_
A key assumption for what we are building is that while technology can be a great tool, we realize it canâ€™t replace human touch.
Stage: Early Traction