Why—And How—Planners Need to Audit Their Tech Stack

Practice leaders need a clear view of their firm’s tech capabilities and costs
By
Charesse Spiller

Journal of Financial Planning: December 2022

 

Charesse Spiller is the founder of Level Best, which empowers financial planners and entrepreneurs by teaching them how to level up their operations. Learn more at www.getlevelbest.com.

 

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Journal: December 2022

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