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    Tag: Technology

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

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    Coach Tip of the Week: Tactical Technology

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    Practice Management Webinar: Building an Effective Tech Stack for Business Growth

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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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    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

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