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Ep 409: Adding 1,400 New Clients in a Year as an Extension of Doing (Profitable) Student Loan Consulting at Scale with Travis Hornsby

Financial Advisor Success

CHAPTER

Navigating the Complexities of a Financial Advisory Tech Stack

This chapter delves into the intricacies of managing a technology stack within a financial advisory firm, focusing on tools for client and task management. The discussion highlights the balance between software expenses and labor efficiency, while addressing regulatory challenges and the need for a cohesive system.

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