In today’s high stakes business world, staying ahead of the curve is crucial for success. As a financial advisor-owner, you’re probably always on the look out for ways to improve productivity, increase assets under management (AUM), and boost revenue. That’s where strategically implementing technology in your RIA can be a game-changer. Of course, if you’re not in the financial services industry, technology could be just as valuable to the growth of your business. So, while I’m continuing my conversation with RIA owners, don’t miss the valuable nuggets of wisdom that could be applied to your business, regardless of the industry you work in. With that said, let’s take a look at strategically implementing technology in your firm. Follow Along With The Financially Simple Podcast! This week on the Financially Simple Podcast: (0:03) Tangible benefits of embracing technology (3:34) Evaluating your current tech stack (6:36) Technology in 8 Key Areas […]
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