A new multi-media eBook from the editors of Financial Planning
Financial advisors have been somewhat slow to adopt new technology solutions, however that tide is changing. A Financial Planning Tech Survey found that 36% of advisors planned to increase their technology budgets while just 4% planned to reduce it. The challenge now is for advisors is to successfully evaluate and implement new systems while adjusting their business processes to take advantage of the practice improvements the software provides.
This new eBook will help advisors on their journey to increased client satisfaction and improved efficiencies.
- Yes, to Another Wirehouse or Regional Firm.
- Yes, Considering Independence.