Download Your Tech Roadmap for Selecting the Ideal Solutions to Thrive in Business Advising

Leading experts in technology, practice management, marketing and firm strategy share real-world advice for the challenges facing firms and for increasing firms' value through reliance on technology. 

See thought leaders.

Tech Roadmap: Selecting the Ideal Solutions to Thrive in Business AdvisingInside this eBook:

  • The Groundwork – What needs to happen at a firm before it begins vetting specific technology?
  • Addressing Challenges With Technology – What types of technologies should be considered?
  • Making Tech Work – How can firms ensure technology is adopted successfully?

Learn how your firm can leverage technology

Featuring insider interviews with:

Erik Asgeirsson

Erik Asgeirsson

J. Carlton Collins

J. Carlton Collins

Gary Boomer

L. Gary Boomer

Charles Hylan

Charles Hylan

James C. Bourke

James C. Bourke

Rita Keller

Rita Keller

Greg Lafollette

Greg Lafollette

Doug Sleeter

Doug Sleeter

Rick Richardson

Dana "Rick" Richardson

Brian F. Tankersley

Brian F. Tankersley

Donny Shimamoto

Donny Shimamoto