January 22, 2024
Blue Chip Partners’ Matthew Mondoux On Using Software To Facilitate Client Conversations – Keith Black
Senior Financial Advisor Matthew Mondoux, CFA®, CMT, CFP® sat down with RIA Channel at the 2023 Schwab IMPACT conference to discuss how fintech can deepen advisor insights and facilitate client conversations, as well as how Blue Chip is training and developing next-gen talent.
