What’s Your Tech Stack?
Guest Expert: Michael Collins, WinCap Financial
Date:
Webinar Replay Description
In this webinar, financial planner Mike Collins shared his experience with the technology that he uses, which include the following:
Core Tech Stack: Red Tail, Black Diamond, eMoney
Comments
A few comments from listeners when they were asked what the learned from the webinar:
Great speaker and very insightful. Loved the he truly "pulled back the curtains" with the way he does things. I thought it was fantastic!
- John L.
Better understanding of SMART Asset and Chat GPT
- Cathy B.
A wonderful fellow and generous with his insights. I use Smart Asset relatively inefficiently. Happy to learn how to make better use of it.
- Frederick F.
Good overview of Black Diamond and free research.
- Janice L.
Great speaker and very insightful. Loved the he truly "pulled back the curtains" with the way he does things. I thought it was fantastic!
- John L.
Better understanding of SMART Asset and Chat GPT
- Cathy B.
A wonderful fellow and generous with his insights. I use Smart Asset relatively inefficiently. Happy to learn how to make better use of it.
- Frederick F.
Good overview of Black Diamond and free research.
- Janice L.
01.10.2024 - Tech Stack
Attendees Comments:
Great speaker and very insightful. Loved the he truly "pulled back the curtains" with the way he does things. I thought it was fantastic!
- John L.
Better understanding of SMART Asset and Chat GPT
- Cathy B.
A wonderful fellow and generous with his insights. I use Smart Asset relatively inefficiently. Happy to learn how to make better use of it.
- Frederick F.
Good overview of Black Diamond and free research.
- Janice L.