Historical Shifts in Financial Tech: The Power of Data: Gary Shepherd Advice Amplified

Gary shares his experience of capturing a majority of the market with fresh new tech, and discusses the transformative role of data in the financial services industry. From the early days of DOS-based applications to the modern era, Gary provides insights into the evolution of tech in finance and its impact on business strategy and growth. Tune in to discover how innovation and data have reshaped the landscape of financial planning and what the future may hold for the industry.In this episode, Gary and Pete discuss:00:00 - Introducing Gary Shepard01:01 - The history of financial software05:32 - Balancing the fear and excitement of tech12:07 - Creating a windows-based system for financial planning14:10 - The power of data and integrations22:22 - Ownership of data33:42 - How do we get the industry excited about new technology?

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