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Scale with Technology
Meet the Expert: Stephanie Reilly

Meet the Expert: Stephanie Reilly

Published Date May 23, 2022

Stephanie Reilly, CISP | Practice Management Consultant | TechOps Specialist

Growth Lab Roadmap

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Tax Planning Toolkit
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almost 2 years ago
Scale with Technology Toolkit Intro

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almost 2 years ago
TechOps Audit

Scorecard.

Launch Tool
almost 2 years ago
Step 1 | Tech Stack Review

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almost 2 years ago
Step 2 | Tech Opportunity Finder

Launch Tool
almost 2 years ago
Step 3 | Tech Selection Builder

Launch Tool
almost 2 years ago
Step 4 | Tech Implementation Planner

Step 4

Launch Tool
almost 2 years ago
Lesson 1 | Review your current technology stack

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almost 2 years ago
Lesson 2 | Add to your technology stack

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almost 2 years ago
Lesson 3 | Plan & Build for the future

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almost 2 years ago
Coach & Close

Activate your learnings with coaching prompts and recommended next steps.

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almost 2 years ago
[SECTION]Additional Resources

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9 months ago
Manage your Integrations VLOG

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over 1 year ago
Next Gen Estate Toolkit

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12 months ago
Advice Engagement Toolkit

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over 1 year ago
Tax Planning Toolkit

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