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Chapter 3: The Art of Investing in Technology and Talent, with Corey Westphal, CEO and Founder of Mobile Assistant
Manage episode 379360228 series 3510188
Three Crowns Copywriting & Marketing and Three Crowns Copywriting에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Three Crowns Copywriting & Marketing and Three Crowns Copywriting 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Corey Westphal learned his work ethic at a young age when he discovered that skills (i.e., tennis) could not only fulfill needs, but earn him money, as well.
Now as CEO and founder of Mobile Assistant, he combines his tried and true work ethic with his fintech expertise and passion for helping advisors. What started as a father-and-son medical transcription business has transformed into a trusted technology in the fintech space. Corey helps financial advisors save time and gather crucial information from their clients, enabling them to provide better service.
Corey sits down with Johnny and Torie to talk about first jobs, work ethic and investing in technology to better serve clients.
Money Chronicles explores the personal side of money. Each episode we invite an industry expert and friend to share their civilian experiences with money, from their first money money to their worst money mistake (we all have them!) Co-hosted by Johnny Sandquist from Three Crowns Marketing and Torie Happe from Holistiplan.
Want to learn more about how Three Crowns can help you create your own podcast? Check out the links below to get started:
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