EPISODE 5: Technology - Is My Stack Better Than Yours?
There has never been more innovation when it comes to technology within the wealth management industry. With that, there has never been more confusion too! What is the best tech solution for my firm? How do I diagnose what my company needs? Once we adopt new technology software, how do I onboard it and drive adoption? Ed and Gordon are joined by a group of industry leaders who have had to answer these questions: Brian Schulte, Information Systems Senior Manager at Geller Advisors, and Paul Metzger, Technology Consultant at Dynasty Financial Partners.
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Independence Playbook Part 6: Remove Compliance and Legal Red Tape
Independence Playbook Part 5: Move Beyond Antiquated Technology
Independence Playbook Part 4: Best Practices for Operations
Independence Playbook Part 3: Marketing YOUR New Brand
Independence Playbook Part 2: The New Transition Checklist
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The Future of Wealth Management
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What it means to be a "Schwabie" - Examining the Powerful Culture of Charles Schwab through the Stories of its People
Making the Uncomfortable, Comfortable: How to Discuss the Meaning of Wealth as a Financial Advisor
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