Spenser Segal

October 24, 2014

A 5-Step Process to Utilize Your Existing Technology: Adoption & Summary

September 23, 2014

A 5-Step Process to Utilize Your Existing Technology: Level 5—Cross Application Automation

August 28, 2014

A 5-Step Process to Utilize Your Existing Technology: Level 4—Automating Your CRM

August 14, 2014

A 5-Step Process to Utilize Your Existing Technology: Level 3 – Building Processes Into Your CRM

September 21, 2012

Takeaways From the Top 10 Technology Trends for Advisors and Their Partners

September 13, 2012

Top 10 Technology Trends for Advisors and Their Partners: Pt. 11, Big Data

August 14, 2012

Top 10 Technology Trends for Advisors and Their Partners: Pt. 10, Crowdsourcing

July 25, 2012

Top 10 Technology Trends for Advisors and Their Partners: Pt. 9, Social Media

July 24, 2012

Pursuing Practice Excellence: Where Advisors and Their Partners Part Ways