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Podcast: Retirement Inside Out with Tom Lamendola
Episode: Tech Integration and Team Strategies with Amanda Sharratt, COO of Whitaker Myers Wealth Managers
Description: We are delighted to welcome Amanda Sharratt, the Chief Operating Officer and financial advisor at Whitaker Myers Wealth Managers Ltd, to the show. We recently connected with Amanda and are excited for her to share her journey into the financial services industry, shed light on her role as COO, and share some valuable tips for our listeners. Listen in as Amanda discusses how Whitaker Myers leverages technology, including tools like PreciseFP, to streamline their processes effectively. We’ll also explore the firm’s team structure and talent acquisition strategies, which have been instrumental in attracting top-notch talent and...