Want to know how to leverage technology to gain a competitive advantage and do better business?

Join us for our Cyber-Chats discussion with RightSize Solutions CTO Wes Stillman and Brad Wales of Transition To RIA, which helps advisors transition their practices.

Brad and Wes will tackle some of the most commonly asked questions from advisors about technology, including:

  • What am I going to do about IT, email, cybersecurity and my CRM?
  • How do I replicate my tech stack and fintech stack without an IT department?
  • What is “managed IT services”?
  • How do I know what technology I need and what I don’t?
  • How far in advance should I be thinking about and budgeting for IT?

What questions should I be asking to find the right IT vendors and support for me?