This episode discusses the lessons learned by Ted from leading Thomson Financial as the Chief Technology Advisor (CTA) post acquisition of his business (DigiTrade). News of the acquisition can be found here: https://www.cnet.com/news/thomson-to-buy-digitrade/

We discuss real historical projects (from Thomson Financial & Merrill Lynch), what Ted had done as a Fortune 500 company executive, lessons he's brought to the RIA community and stories on how RIA's have looked & should look at their business; in terms of valuations & rationale for tech projects.