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    Tag: Technology

    Coach Tip of the Week: The 3 Foundational Keys to Optimizing Your CRM

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    Excell 2022 Breakout – Transforming from IT to Tech with Carson

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    Excell 2022 Technology Summit

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    Excell Breakout Day 2 – Bridging the Gap Between Technology and Financial Planning

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    Coach Tip of the Week: Tactical Technology

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    Tech That Gives You Quick Wins

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

    Tips for Getting the Most Out of Your CRM

    Kristen Schmidt and Sarah Cain offer tips for getting the most out of your CRM. 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

    TMAC: Using Cool Technology for Years Before Others Knew it Was Cool with William Henry Crew III

    Each 45- minute session is led by a member of the Carson Coaching coach team and is focused on a specific topic. We often highlight…

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