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Creating a Software Roadmap and Getting Creative With Sheryl O'Connor
In today’s episode of Framework, Jamie Hopkins talks with Sheryl O’Connor, the CEO of Wealth Conductor, about how it's important for advisors to have a roadmap for their business, not to rely on software, and to provide for their clients what AI cannot. You can find show notes and other information at CarsonGroup.com/Framework.
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By Carson Coaching
5
9898 ratings
In today’s episode of Framework, Jamie Hopkins talks with Sheryl O’Connor, the CEO of Wealth Conductor, about how it's important for advisors to have a roadmap for their business, not to rely on software, and to provide for their clients what AI cannot. You can find show notes and other information at CarsonGroup.com/Framework.
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