When John DiCiaccio first started his career as a financial advisor in the 1980s, he instinctively knew then what has become a mantra now: "I needed technology to scale up my business," he says.

DiCiaccio deepened his understanding over time by joining computer clubs, taking classes and staying late after work to get up-to-speed on technology and understand how to use it better. As his own practice grew, he took steps to keep adding technology -- adopting CRM tools at their infancy, for instance, and mandating all his employees do so too.

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