“Choosing the Right Tech” with Laura Holt of WealthTech Matchmaker

25/09/2025 11 min
“Choosing the Right Tech” with Laura Holt of WealthTech Matchmaker

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Episode Synopsis

Title: “Choosing the Right Tech”Guest: Laura Holt - WealthTech MatchmakerInterviewer: Phil Sharkey - The Hire AuthorityLaura Holt of WealthTech Matchmaker shares with host Phil Sharkey of The Hire Authority about how she helps financial services professionals wade through the sea of specialty software to find the right tech for their needs.FOLLOW RADIO ENTREPRENEURS:Website | Spotify | Facebook | LinkedIn | TwitterInstagram | Youtube | Google Podcasts | Apple Podcasts#RadioEntrepreneurs #JeffreyDavis #MAGE #Boston #Consulting #NewEngland #Radio #Entrepreneurship #Interview #Management #JDavis #Video #BostonBusiness #Entrepreneur #Zoom #Massachusetts #MA #FBA #FamilyBusinessAssociation #FamilyBusiness #FamilyBiz #Sales #podcast #proactiveplanning #proactive #financialservices #tech #techtools #financialadvisors #financialplanners #software #entrepreneurialjourney #femaleentrepreneur #ai #womenentrepreneurs #femalefounders #advisorefficiency #efficiency #timemanagement #techspend #finance #financialplanningtools #financialplanning #aitools #advicefirms #unbiasedadvice #advisoryfirms #reactiveplanning #womeninfinance #philsharkey #thehireauthority #WealthTechMatchmaker #LauraHolt

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