Ep #73: Fiborg and the Future of the Financial Industry - An Interview with Steve Dunlap

Published: Nov. 9, 2016, 1 p.m.

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Steve Dunlap is our guest on the\\xa0XYPN Radio podcast this week. He is the President and COO of FolioDynamix, a firm that employs technology to help advisors improve their business processes.

This interview is a break from the norm. Instead of learning directly from a firm owner, Steve provides a unique\\xa0take on the financial planning industry from a business development and software solutions perspective. He\'s at the forefront of changes in technology and lends his expertise to help us\\xa0understand how those changes will impact the financial planning industry.

Get full show notes and more information here:\\xa0http://bit.ly/2eBJQZ7

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