Abit to my surprise, I wound up attending a lot of sessions this year on social media and mobile technologies at the Technology Tools for Today Conference, the FPA retreat and the national gathering of NAPFA. For those of us of a certain age, these are challenging topics, not unlike the transition from handcrafted financial plans to Excel spreadsheets on those newfangled (and, at the time, very expensive) personal computers, or the more recent musts of creating your company's web page and uploading client reports on password-protected platforms.

This latest transition will be just as significant, even though the full picture is still emerging. Think of the Internet in 1995, when it was slow and there weren't a lot of web pages yet - and you had to connect through clunky interfaces like CompuServe, AOL or AltaVista.

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