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Chapter 3: The Art of Investing in Technology and Talent, with Corey Westphal, CEO and Founder of Mobile Assistant
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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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