Talking Tech Webinar: Avoiding Information Overload
Ben Mathis discusses how leveraging technology can lead to growth for your business.
Most advisors find themselves scratching their heads when it comes to integrating technology into their business. Between navigating endless software solutions, investing capital aimlessly in new tools, and falling behind on the latest and greatest tech trends, advisors need one thing above all else: a clear game plan for tackling their technology.
In this webinar, Ben Mathis, Chief Information Officer at Carson Group, shares:
The biggest tech obstacles for advisors & how to solve them
Key questions to provide clarity on choosing your firm's direction
How to create your own technology roadmap to success