Ep #262: Don’t Make The Wrong Tech Decisions – Get Help First! – with Jeff Severson

Within our own firm – and for clients – technology has become an often-confusing maze of choices. How do you know what to look for and how to make the right long-term choice? Jeff Severson, President of Trinity Advisors, has made a career of learning how to keep advisors and their clients from falling into tech traps.What You’ll Learn From this Episode:One size fits none.User experience is key in today’s employment market.Corporate culture as an important decision point.Red flags to watch out for.The benefit of a long-term focus.