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

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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...

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