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Minding the Technology Gap in Financial Planning
Manage episode 271213549 series 2444261
Content provided by Financial Planning Association. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Technology is undoubtedly an ongoing challenge for financial planners. In this episode, we look at how to audit technology, how to continue your training, and what advisors can expect for the future of tech.
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289 episodes
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Manage episode 271213549 series 2444261
Content provided by Financial Planning Association. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Technology is undoubtedly an ongoing challenge for financial planners. In this episode, we look at how to audit technology, how to continue your training, and what advisors can expect for the future of tech.
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289 episodes
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Similar to You're a Financial Planner, Now What?
Ever wondered what makes great go-to-market leaders grow, even when the going gets tough? We have, too. And we’re on a mission to uncover the magic that makes that growth happen. This is Go-to-Market Magic, the show where we talk to go-to-market leaders and visionaries about the “aha!” moments they experience and the pivotal decisions they’ve made, all in the name of growth. And we’re not just talking about revenue growth that goes up and to the right — we’ll also discuss how they improve th ...
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continue reading
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continue reading
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