Case Study: A founder shares his insights on growing a digital first business
Since founding Perspective Financial Services in 2003, Mike McCann has reaped the rewards of building a tech-enabled company—and so have his clients. In this peer-to-peer how-to, he shares his experience, insights, and recommendations with other independent advisors undergoing their own digital transformation.
Interview: How Mike McCann uses tech to build strong client relationships—and prepare for the unexpected
Watch video: Using technology to take on unexpected challenges
Mike McCann, Founder and President of Perspective Financial Services, shares how investing in technology helps keep his firm running smoothly and focused on client relationships.