The Key to Success is Prioritizing Resources and Requirements.
The article features an interview with Shawn Lawson, the VP of Secure Infrastructure and IT at Edelman Financial Engines. The article discusses Shawn’s responsibilities, challenges in the marketplace, changes in IT infrastructure, and the impact of AI on the financial planning industry. Shawn emphasizes the importance of allocating time and resources efficiently, understanding business priorities, and focusing resources on essential tasks. The article concludes with the prospect of AI replacing many job roles, reducing hours required for tasks and enhancing productivity in the financial planning industry.
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