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Video: How to Begin Building a Tech Stack in Wealth ManagementVideo: How to Begin Building a Tech Stack in Wealth Management

Teri Shepherd, President, Carson Wealth describes how to implement technology to the best of your advantage.

September 3, 2020

 

Teri Shepherd, President, Carson Wealth discusses the first steps in building a tech stack in wealth management and how those companies can implement technology to the best of their advantage.

On a different note, Shepherd comments on how the industry can advocate for more female advisors.