Many advisors do have an existing tech stack, and often there are pieces that are free or inexpensively given to them through their various industry memberships -- but are they maximizing the technology available to them with their membership fees?

In today's modern world of financial planning, having the right tools and technology at your disposal can make or break your firm.

In this presentation, Founder and Principal Consultant at Level Best, Charesse Spiller, will go over:

• The easy, six-step process for auditing your firm's tech stack
• The "why" behind making this part of your firm's process annually (at a minimum!)
• Tangible action items and ways to maximize your tech stack