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Future-Proofing Your Tech Stack: What Advisors Need Now

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Manage episode 495265457 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners 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://podcastplayer.com/legal.

Key Highlights:

-Signs your current tech stack might be holding you back.

-Why decentralized, stagnant systems are a red flag.

-The importance of automation, integration, and mobile access.

-What top-performing firms are using today (hint: Salesforce, AI, and more).

-How to evaluate new tools without getting overwhelmed by vendor hype.

-The hidden risks of relying on key-person knowledge and disconnected data.

-How small tech improvements can deliver massive results over time.

Whether you're building your firm or planning for succession, this episode is packed with tactical insights to help you make smarter, more future-ready technology decisions.

Ready to audit your tech stack or just want a second opinion? Contact Sue at [email protected] or Stacey at [email protected].

  continue reading

284 episodes

Artwork
iconShare
 
Manage episode 495265457 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners 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://podcastplayer.com/legal.

Key Highlights:

-Signs your current tech stack might be holding you back.

-Why decentralized, stagnant systems are a red flag.

-The importance of automation, integration, and mobile access.

-What top-performing firms are using today (hint: Salesforce, AI, and more).

-How to evaluate new tools without getting overwhelmed by vendor hype.

-The hidden risks of relying on key-person knowledge and disconnected data.

-How small tech improvements can deliver massive results over time.

Whether you're building your firm or planning for succession, this episode is packed with tactical insights to help you make smarter, more future-ready technology decisions.

Ready to audit your tech stack or just want a second opinion? Contact Sue at [email protected] or Stacey at [email protected].

  continue reading

284 episodes

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