Like many financial advisers, you have needs and circumstances regarding technology that are specific to your organization.
I offer limited consulting engagements to help you move forward with your technology initiatives and position your practice for continued success.
Right now, you just need someone you can talk to about technology in your business. Perhaps you’re concerned there might be a vendor or service provider that isn’t on your radar.
You’re not looking for a long-term engagement, just a simple, to-the-point discussion about what steps you can take to better use technology in your practice.
Rate: $295 per hour (two hour minimum, can be allocated across several calls)