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    Category: Technology

    Tips to Adding Workflows and Automation

    Jessica Harrington offers some tips for adding workflows and automation to your practice. Download

    Tech That Gives You Quick Wins

    Kristen Schmidt talks with Sarah Cain about tech that gives you quick wins. Download

    How to Evaluate New Technology

    Kristen Schmidt and Sarah Cain discuss how to evaluate new technology for your practice. Download

    The Advisory Firm Tech Stack…What’s In It and How to Think About It

    Kristen Schmidt joins Sarah Cain to talk about how to think about the advisory firm tech stack and what is in it. Download

    Webinar Recording: How Emerging Technology Can Stimulate Long-Term Success

    Download

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