Identify Your Ideal Client Before You Determine Your Tech Stack

13/10/2020
Identify Your Ideal Client Before You Determine Your Tech Stack

Listen "Identify Your Ideal Client Before You Determine Your Tech Stack"

Episode Synopsis

Until an advisor can identify who they are serving and how they want to serve them, they cannot begin to build out a proper technology stack.   We are often contacted by breakaway advisors looking to establish their firms, or by existing RIAs simply looking to upgrade their back-office systems. These advisors press s CRM, or […]
The post Identify Your Ideal Client Before<br> You Determine Your Tech Stack appeared first on COO Society.