Coach Tip of the Week: The 3 Foundational Keys to Optimizing Your CRM
Download
Tag: Technology
Excell 2022 Technology Summit
Download
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