understanding re-platforming and its impact ft. Mickey Gambale
A discussion about important aspects that must be considered when you want to make use of virtual assistants and we share practical examples of what works well and what does not.
A discussion about adapting to the new world of financial advice and wealth management
We discuss outsourcing as a solution. We uncover which areas are great to consider, the different options, other resources, and how to let go of the control most of us seek to maintain.
A discussion about solid principles and approaches you can and should follow to ensure you get the most out of the technology you implement and use in your practice.
The only thing better than a free tool is a free tool that works! In today’s episode, the featured topic is exactly that. Free tools that add immense value.
Have you ever asked yourself this question? Have you ever investigated the philosophy and approach followed by the planning software you use in your practice? Do you fully believe in the system and the numbers? Are you using your system of choice merely for compliance (to have something on file) or do you increase the…