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