The Power of Outsourcing to Get Your Time Back – S3E32
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The Power of Outsourcing to Get Your Time Back – S3E32

We discuss outsourcing as a solution. We uncover which areas are great to consider, the different options, other resources, and how to let go of the control most of us seek to maintain.

Getting the most out of technology for your financial planning practice – S3E31
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Getting the most out of technology for your financial planning practice – S3E31

A discussion about solid principles and approaches you can and should follow to ensure you get the most out of the technology you implement and use in your practice.