When you're an independent financial advisor, you have a lot of options when it comes to tools you can use to run your practice. I thought I would do a rundown of a few "techy" tools I use on a day-to-day basis.
In this episode you will learn....
- A few tools that and independent advisor might find useful
- Ways you can use tech tools to wrap your business around your life (and not vice-versa)
- How to be awesome....(obviously)