Highlights from the Commonwealth National Conference
Kol Chu Birke Choosing Technology that Works for You
Kol Chu Birke, CFP®, managing principal for community and technology engagement at Commonwealth, argues that the best technology for improving efficiency is the technology you actually use—a nugget of common sense that some practices fail to keep in mind when making investments. Here, he provides tips on how to adopt the right technology to solve your biggest problems, increase efficiency and improve client relationships.
Kol Chu Birke https://youtu.be/ENX03h1viIA
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