Plansmith Blog

Putting the “Live” in ICBA Live 2019

Posted by David Schwieder on 3/27/19 11:05 AM

When I left the banking industry 6 years ago to join Plansmith, one of my toughest adjustments was working with clients and prospects remotely. Thanks to technology, I can meet with a bank in Maine in the morning and another in Washington that afternoon. Conference lines and GoToMeeting webinars allow for more, faster, and better methods of doing business… or do they?

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