On Friday I connected with Wes Stillman, founder of Right Size Solutions (online at http://www.rightsize-solutions.com/) on a Google+ Hangouts On Air to talk about budgeting for a move to the cloud.
We also discussed how advisers can get their data back when separating from a cloud provider, plus what changes in hardware from Apple and Microsoft are doing to the future of the financial planner’s office.
Please join me for the next FPPad On Air session Friday, December 7 when my guest will be Blane Warrene, SVP of Customer Communications at RegEd, and the topic will be how financial advisers can use podcasts to grow their business.
Have suggestions on future guests, topics, or time slots? Contact me!