Articles by Shawn Preisler

About the author:

Shawn Preisler

Regional sales director

Shawn has more than 15 years of experience in the financial services industry and has held leadership positions in both the broker dealer and RIA space. Shawn leverages his vast industry experience to help investment firms implement financial planning technology solutions which allow their clients achieve financial success.

Improving your firm's client experience

Advisors are experiencing increased competition from online firms, low cost index funds, robo advisors, and more. Subsequently, advisors need to do more to stand out from the crowd and find ways to truly differentiate their practice from the competition by offering an enhanced client experience.

Read More