Do You Know What You Want From the Technology You Use?

Making sure the technology you want is actually solving the right problem can be difficult. In this video clip, Reese Harper and Chad Jardine offer some tips on how to keep your technology on target.

In the last decade we have watched the world become increasingly connected. With so much cool stuff to choose from, it’s easy to make a mistake if you’re over eager about your firm’s technology. That results in too many advisors putting technology before process. On this episode of the Elementality podcast, Reese Harper and Chad Jardine explain how you can make sure the technology you want is actually providing the right solutions for the strategies you should already have in place.

Listen to the full podcast!

Book a Demo

Schedule a time to see how Elements can help grow, scale, and modernize your planning business.

Keep up on the latest!

Subscribe now to receive email updates when we release new podcast episodes, blog posts, product announcements, case studies, and other valuable content.