Gary Shepard

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 Shepard
• 01:01 - The history of financial software
• 05:32 - Balancing the fear and excitement of tech
• 12:07 - Creating a windows-based system for financial planning
• 14:10 - The power of data and integrations
• 22:22 - Ownership of data
• 33:42 - How do we get the industry excited about new technology?