What’s Your Tech Stack?
Boost Your Client's Practice Management outcomes and reduce out-of-pocket costs -
Wednesday, January, 10 • ET • 60 minutes

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 …