Webinar Registration

What’s Your Tech Stack?
Boost Your Client's Practice Management outcomes and reduce out-of-pocket costs -
Wednesday, January, 10
|
ET
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60 minutes
Mike Collins
Michael Collins
Financial Planner WinCap Financial

What You'll Learn

Join financial planner Mike Collins as he shares his experience with the technology that he uses, which include the following:

  • Core Tech Stack: Red Tail, Black Diamond, eMoney
  • Marketing Tech Stack: ChapGPT, Substack, Smart Asset
    • …
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What You'll Learn
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Webinar Description

Join financial planner Mike Collins as he shares his experience with the technology that he uses, which include the following:

  • Core Tech Stack: Red Tail, Black Diamond, eMoney
  • Marketing Tech Stack: ChapGPT, Substack, Smart Asset
  • Research Tech Stack: FactSET, Empirical Research, Goldman, JP Morgan