Shift Shapers Podcast

15 Apr 2019

Ep #262: Don’t Make The Wrong Tech Decisions – Get Help First! – with Jeff Severson

David Saltzman 0 Comments

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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.

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Listen to the Full Interview:

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