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S2E4- Traveling Light Part 4: “Technology and Tools”

Season #2

On today’s show we’ll be continuing to discuss how an advisor can “travel light” with Andy Traub, Wes Young and Justin Lakin. Specifically, we will be discussing important technology and tools to help manage different aspects of business and life.

In today’s episode we will cover:

  • Automating systems and processes
  • How to better the client experience
  • Other specific tools and technology to help travel light

Join us in the next episode where will continue the discussion on traveling light, and defining a “Building a business or owning a job.” If you want to dive deeper into these or other topics you can learn more at and use discount code PODCAST25 for 25% off.