Today my guest is Raghav Sharma, Co-Founder and CEO of GuideVine. We discuss how and why Financial Advisors are using this digital platform to build and cultivate potential relationships with clients.
GuideVine is a technology platform that serves both consumers seeking financial advice and financial advisors looking to connect with potential clients.
Developed by a group of industry experts from McKinsey and technology veterans, consumers can access GuideVine’s deep roster of financial advisors to find the “right” financial advisor, given their unique personal circumstances. Our platform allows financial advisors to put their best foot forward and connect with motivated individuals who are actively seeking financial advice.
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