Within our own firm – and for clients – technology has become an often-confusing maze of choices. How do you know what to look for and how to make the right long-term choice? Jeff Severson, President of Trinity Advisors, has made a career of learning how to keep advisors and their clients from falling into tech traps.
What You’ll Learn From this Episode:
- One size fits none.
- User experience is key in today’s employment market.
- Corporate culture as an important decision point.
- Red flags to watch out for.
- The benefit of a long-term focus.