What is “bling disease” and what does that mean advisors need to do by year end? How much energy, time and money should advisors invest into technology today, if they do not necessarily need it immediately tomorrow? What specific areas of technology are necessities to support growth? What do advisors do who want to be distanced from the day to day operations of running a business, and want to focus on meeting with clients? How does today’s technology environment compare to just a few years ago, how did the pandemic factor into that change, and what does it all mean for advisors right now? How do advisors manage using multiple technology vendors that serve different purposes? How can advisors improve the operational workflows inside their firms, and how do advisors decide what best practices to adopt? What is the number one struggle of advisors when it comes to technology? Join Ross for a jam-packed session with Kristen Schmidt, Founder, Tech Strategist & Consultant at RIA Oasis.

Resources:

• RIA Oasis