Gary shares his experience of capturing a majority of the market with fresh new tech, and discusses the transformative role of data in the financial services industry. From the early days of DOS-based applications to the modern era, Gary provides insights into the evolution of tech in finance and its impact on business strategy and growth. Tune in to discover how innovation and data have reshaped the landscape of financial planning and what the future may hold for the industry.
In this episode, Gary and Pete discuss:
00:00 - Introducing Gary Shepard
01:01 - The history of financial software
05:32 - Balancing the fear and excitement of tech
12:07 - Creating a windows-based system for financial planning
14:10 - The power of data and integrations
22:22 - Ownership of data
33:42 - How do we get the industry excited about new technology?

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