Dec 17, 2021

Technology Solutions Consultant Ryan Schumaker, a Vice President at Advisor Group, describes the importance of considering new technology to enhance your practice. The benefits are well worth the extra effort to implement tools such as online schedulers, CRMs, and more.

Nov 15, 2021

Technology Solutions Consultant Eric Baumgardner shares useful strategies regarding reports that can be applied within all CRMs and other reporting applications. Hear how to leverage filters and the importance of knowing your data.

Aug 13, 2021

Technology Solutions Consultant Mark Matheny from Advisor Group discusses the fundamentals of Voice over IP with Financial Professional Steve Rice. Hear the benefits of leveraging VoIP and techniques for using it within the office. Steve shares how it has changed his business and the differences in expenses that he...

Jul 15, 2021

Advisor Group's Ryan Schumaker discusses the importance of creating and expanding your digital footprint with high-touch, high quality applications. As a Technology Solutions Consultant, Ryan explains the importance of automation in marketing, mobile accessibility and the flexibility benefits of dictation software.

Jun 15, 2021

Technology Solutions Consultant Jonathan Belair with Advisor Group located in Phoenix, Arizona, speaks with Teresa M. Hart, a Financial Advisor and Owner of Teresa M. Hart Financial Services located in Mitchell, South Dakota about successful methods of collaboration using technology in financial services....