Tips to Adding Workflows and Automation
Jessica Harrington offers some tips for adding workflows and automation to your practice. Download
Category: Technology
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
