Most advisors say they provide clients comprehensive wealth advice, but is that really the case? And if you do provide wealth advice, how is it done? What tools do you use?
It is very difficult to provide advice without the right technology. Interestingly enough, according to the most recent Financial Planning Technology Survey, approximately 25% of the respondents were not using financial planning software. And, in the prior year survey, almost a third were not using planning software. So why the disconnect?
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