Preview Mode Links will not work in preview mode

The Advisor Lab

May 11, 2022

In this episode, we sit down with Larry Shumbres, who recently joined Presults, the AI-powered compliance platform as CEO. Larry has an extensive background in fintech – helping launch and grow a number of tools at Totum Risk, Evestment, eMoney in more. Presults is doing some incredible work in the space and I wanted to pick Larry’s brain on how advisors can continue to stay proactive with clients while maintaining clarity and cohsiveness internally and with their compliance partners.