If you want to stay on top of the game in the digital age, it's vital to find the best technology out there so you can communicate with your customers, track emails and calendar, monitor progress of projects and measure success. And for financial planners and advisers who capitalise on in-person meetings, this has become more imperative during pandemic. 

So how do you find the right tech for you? Which platforms and softwares best serve your clients and business? How does sending video messages improve your overall communication?

In this episode, Chris Schwager and Brendan Southall (Co-founders and Video Marketers of Ridge Films) are joined by Lyle Greig (Certified Financial Adviser and Owner of Living Financial Services) to discuss all about technology stack - why you should invest on finding the right technology for your business, how to develop your tech stack, which technology serves fin services best, and how DIY videos provide better experience for clients and retirees. 

FOLLOW LYLE GREIG or check out Living Financial Advice and get their highly-recommended Technology Stack.

DIY VIDEO PROGRAM Create your own videos with a push of a button.

ASK YOUR QUESTION What has you feeling overwhelmed? Let us help you solve the mystery of video marketing.

CONVINCE YOUR BOSS Download our guide to help decision makers understand the importance of video marketing their business. 

THE POWER OF VIDEO MARKETING View on demand in 60-minutes. 7 lessons to kickstart your video marketing journey.

RIDGE FILMS YOUTUBE Catch new episodes of the Video Made Simple podcast on our Youtube channel. Let us know what you think and feel free to like, comment, and subscribe.