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.

Featured on the Show:

• Trinity Advisors

Listen to the Full Interview:

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