 | As advisory firms solidify their 2023 budgets, the overly saturated technology landscape coupled with recent inflation, market challenges and the threat of a looming recession makes the process of evaluating new technology more complicated. For advisors serving business owner clients who are facing the pressure of less discretionary spending, higher costs for labor and materials, and the fear that things are going to get worse before they get better, our current environment presents significant opportunities to offer value to this market and give them the answers they need to make critical decisions during a difficult time. Download the white paper to learn about questions you should ask when vetting potential technology solutions, including:
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