Scaling Your Business With Technology
Scaling Your Business With Technology
Scaling Your Business With Technology
Technology can help us advisors scale our business...but it can also be a time suck if we don't choose the right solution for our practices.
The right #techstack should help us improve our processes, increase the efficiency of our back offices, and add value to the client experience.
Listen in as Rich and Erik discuss their tech journey, their favorite tech solutions, and how to pick the right solution for a financial advisor practice.
Resources Mentioned:
Michael Kitecs 2021 Financial AdisorTech Solutions Map
Learn more about Rich & Erik
Contact email: [email protected]
Please email the Financial Planners Desk to suggest topics or request to be a guest on a future episode.
From The Podcast
The Financial Planner's Desk
This podcast is for professional investment advisors and financial planners looking to keep up with industry topics and practice development. Episodes will be on topics like technology, marketing, new regulations, practice management, and we can't forget about compliance and other issues relevant to our industry. We're going to have guests on this podcast who are industry experts. We're also going to have other professionals like you running their own investment, management, or a financial planning firm.Join Podchaser to...
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