Corey Westphal of MobileAssistant joins to discuss the practice management challenges facing advisors across efficiency, FinTech adoption, compliance, and more (6:14 - 21:48); how MobileAssistant is transforming client-advisor meetings (21:54 - 36:55); and demo the MobileAssistant solution in a new segment “You Got 5” (37:02 - 42:58). Follow and learn more about MobileAssistant: https://twitter.com/MobileAssistant (https://twitter.com/MobileAssistant) https://mobileassistant.us/ (https://mobileassistant.us) Stay up to date with the show, Tony, and Tom on Twitter: https://twitter.com/ThePlanningDesk (https://twitter.com/ThePlanningDesk) https://twitter.com/anthonystich (https://twitter.com/anthonystich) https://twitter.com/BurmeisterTom (https://twitter.com/BurmeisterTom)