Lighthouse Lessons

Year‑End Tech & Automation Upgrade for Your Advisory Firm: 4 High‑Impact Moves Before January

Year‑End Tech & Automation Upgrade for Your Advisory Firm: 4 High‑Impact Moves Before January

East Coast Coaching
Published on: 02/11/2025

Advisory firms: deploy these four high‑impact tech and automation upgrades at year‑end to improve efficiency, advisor capacity and client experience in 2026.

Year-End Planning
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Which Tech Stack Will Automate Your Advisory Back‑Office and Free Up Advisor Time?

Which Tech Stack Will Automate Your Advisory Back‑Office and Free Up Advisor Time?

East Coast Coaching
Published on: 02/11/2025

Learn how advisory firms can choose and implement the right technology stack for back‑office automation to free up advisor time and reduce operational risk.

Firm Operations
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