Ep 174: Leveraging Zapier And PreciseFP To Weave Together Independent Advisor Open Architecture with Shanna Tingom
Financial Advisor Success · Michael Kitces
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Show Notes
Shanna Tingom is the founder of Heritage Financial Strategies, a dually registered advisory firm that oversees nearly $50 million of assets under management for 250 clients. Today Shanna joins the show to discuss how she has heavily automated key processes throughout her firm to service her large number of clients efficiently—and has done so by not using industry standard systems. Listen in as we talk in depth about Shanna's journey through the advisory business itself, as well as why she is thankful she started out a large financial advisory firm. You will learn why she decided to branch out on her own, the difficult challenges she faced in doing so, and the unique advisor technology stack she has used to simplify things in her business.
For show notes and more visit: https://www.kitces.com/174