Financially Simple

In episode 325 of Financially Simple, Justin shares some of the technologies that are used in providing financial services. It takes a lot to run a business, a solid plan and strategy, and a great team. Increasingly technology is becoming more and more a part of the functions of a business too. In this episode, Justin looks at the numerous applications and web services that his businesses utilize to assist their clients. Don't forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! _________________   TIME INDEX: 01:10 - The Financial Software We Use to Help Your Business 02:36 - Inbound Clients 03:38 - Financial Planning 04:47 - Adding Up 05:09 - Risk Assessment 06:15 - Assets and Investments 06:46 - Billing 07:29 - Filing and Organization 08:16 - CRM Management 09:11 - Data Retention 10:23 - Business Planning 11:33 - Marketing 12:23 - Costs 13:14 - Simplify and Streamline 16:10 - Wrap Up   RESOURCES: Financially Simple Educational Website Financially Simple on YouTub