Powering Independence Podcast

Powering Independence Podcast


Independence Playbook Part 5: Move Beyond Antiquated Technology

January 23, 2023

Welcome back to another episode of the Independence Playbook. In today’s episode, John is joined by Frank Coates, Chief Technology Officer. Technology is a vital component of any business, but its rapidly evolving environment can make it more difficult for advisors to stay abreast of the latest capabilities and features. Tune in as Frank and John discuss the most common questions advisors have regarding technology.