Technology Tell-All: Tips and Tricks for Integrating Technology into Your Firm

Ask any independent financial advisor what their biggest limiting factor is, and more often then not you'll get the same response: TIME.

Lucky for us, we live in the 21st century and are armed with countless new technologies created solely to make our lives easier. In this recording, XYPN members Arielle Minicozzi and Adam Cmejla share which technologies they've successfully integrated into their firms, and which technologies aren't worth your time.