SAN ANTONIO, TEXAS - With the financial crisis as the backdrop and the fiscal cliff and regulatory changes on the horizon, "you know that how you manage your practice is not going to get easier," said Bill Winterberg, of FPPad.com.
But fortunately, there are some tools that can help advisors become more efficient. From communication to time and information management, Winterberg covered around 30 different applications and services for advisors to consider at his session Transformative Technology You Can Implement Today at the FPA annual conference in San Antonio.
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