Welcome back to another episode of the Independence Playbook. In today’s episode, John is joined by Frank Coates, Chief Technology Officer. Technology is a vital component of any business, but its rapidly evolving environment can make it more difficult for advisors to stay abreast of the latest capabilities and features. Tune in as Frank and John discuss the most common questions advisors have regarding technology.

Powering Independence Podcast

Dynasty Financial Partners

Independence Playbook Part 5: Move Beyond Antiquated Technology

JAN 23, 202313 MIN
Powering Independence Podcast

Independence Playbook Part 5: Move Beyond Antiquated Technology

JAN 23, 202313 MIN

Description

Welcome back to another episode of the Independence Playbook. In today’s episode, John is joined by Frank Coates, Chief Technology Officer. Technology is a vital component of any business, but its rapidly evolving environment can make it more difficult for advisors to stay abreast of the latest capabilities and features. Tune in as Frank and John discuss the most common questions advisors have regarding technology.