About the Show
Bridging the Gap is an all-new podcast hosted by CEO Matt Reiner focused on bringing together leaders from the finance and the technology industries to focus on innovating the financial services industry.
About the Topic
Consultant and financial planning advisor Shanna Tingom joins us on this episode of Bridging the Gap to discuss how to create an efficient financial advisory firm. With experience in building her own consulting and financial planning firms, Shanna knows from firsthand experience how to integrate and innovate in a way that helps firms become more efficient through technology and process innovation. She has overcome the same hurdles that many advisors face when it comes to technology, and now she helps other firms overcome those hurdles to create an efficient firm.