We’re always looking for new tech that can add value without removing the human element that makes our service invaluable. Enter: the diñeiro app! In this episode, we chat with special guest Ben Shapira about how the app can streamline managing a financial portfolio for brokers and consumers.
Key Quotes
“[With diñeiro] You don’t have to be tethered to the desk; they can meet a client for coffee or dinner and be able to talk about their finances.” — Ben
“Clients find that brokers who are making an effort to be more engaged, and it makes the relationship more solid.” — Ben
“It’s like a birdseye view for your finances.” — Ruan
Thank You To Our Hosts: Ruan Burger and Marissa Schulze
More From Marissa and her company, Rise High Financial Solutions:
More From Ruan and his company, Success and Broker:
We’re always looking for new tech that can add value without removing the human element that makes our service invaluable. Enter: the diñeiro app! In this episode, we chat with special guest Ben Shapira about how the app can streamline managing a financial portfolio for brokers and consumers.
Key Quotes
“[With diñeiro] You don’t have to be tethered to the desk; they can meet a client for coffee or dinner and be able to talk about their finances.” — Ben
“Clients find that brokers who are making an effort to be more engaged, and it makes the relationship more solid.” — Ben
“It’s like a birdseye view for your finances.” — Ruan
Thank You To Our Hosts: Ruan Burger and Marissa Schulze
More From Marissa and her company, Rise High Financial Solutions:
More From Ruan and his company, Success and Broker: