The tech check | What’s powering modern advisory practices
Update: 2025-06-11
Description
You’ve heard of CRMs and Zoom but are you using them to their full potential? In this episode, we share how advisors can create a more efficient, integrated and professional tech ecosystem. Get practical advice on everything from smart scheduling, dictation software and AI-enabled planning platforms to building a virtual experience that clients will remember. Your advisory practice deserves a tech stack that supports your growth, so tune in for tips on using technology to elevate your practice—not complicate it.
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