From social media and information overload, to the regulatory front and fearful clients needing handholding, financial advisors are constantly faced with more challenges. Add to that wealthier clients now expecting to receive more communication than in the past, and an advisor can get buried before they know it. 

Many of the industry’s leading advisors such as Barron’s a-list “regular” and Financial Planning “influencer” Ron Carson tell us that technology is not an expense, it’s an investment. “Bad technology can expose you and leave you vulnerable, while good technology can help promote and propel you,” Carson told me. (Full disclosure: Carson is a client of my firm, Impact Communications.)

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