Scaling Your Business With Technology
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Scaling Your Business With Technology
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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: plannersdesk@ncfg.com
Please email the Financial Planners Desk to suggest topics or request to be a guest on a future episode.
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