Ep 174: Leveraging Zapier And PreciseFP To Weave Together Independent Advisor Open Architecture with Shanna Tingom

Ep 174: Leveraging Zapier And PreciseFP To Weave Together In...

Financial Advisor Success

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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 a...Read More
Shanna Tingom is the founder of Heritage Financial Strategies, a dually registered advisor...Read More