cover of episode Creating a Software Roadmap and Getting Creative With Sheryl O'Connor

Creating a Software Roadmap and Getting Creative With Sheryl O'Connor

2020/10/5
logo of podcast Framework with Ana Trujillo Limón

Framework with Ana Trujillo Limón

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Shownotes Transcript

In today’s episode of Framework, Jamie Hopkins talks with Sheryl O’Connor, the CEO of Wealth Conductor, about how it's important for advisors to have a roadmap for their business, not to rely on software, and to provide for their clients what AI cannot. You can find show notes and other information at CarsonGroup.com/Framework.