Archive for May 2022

Our panelists shared what each of their firm’s are focused on as a business and how that translates into technology objectives. We learned from these seasoned professionals who are taking their client and employee experiences to the next level. Panelists Trevor Chuna, CTO, Sequoia Financial Group Edgar Collado, COO & CFO, Tobias Financial Advisors Darcy…

How to Ensure Successful Introduction of New Technology – The Training Perspective Run by RIE Solutions’ Dominika Sieradzka, the Master Practitioners Club is for ambitious Practice Managers or Operations Directors of small to medium-sized Financial Planning firms based in the UK. In this session, Shaun Kapusinski walked the group through the goals of technology within a…