Technologically Speaking - You Should Trust the Fresh Set of Eyes
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One of the strongest players in your financial technology platform can be a member of your team who has a fresh set of eyes. Maybe they are new to the team - or have an interest in keeping up with modern applications. Either way, as a business owner, you should listen.
In this episode, Technology Solutions Consultant Ryan Schumaker from Advisor Group speaks with Managing Partner Samuel B. LaNeave of Richmond, Virginia. Recently, Sam brought on a new employee, Diane Norris, who also joins the podcast and together they share fantastic insight into making changes to their technological process at the firm. Hear them discuss online training, good business versus good revenue, and dealing with generational gaps when moving forward.
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