Case Study

Three ways technology helped one firm take on unexpected challenges

1 Min Read

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Having the right technology makes it easier for businesses to pivot and navigate in a changing environment.

This case study covers how advisors like Mike McCann have used technology to automate routine tasks, stay connected with clients and colleagues, and ensure they provide responsive service for every client. His firm, Perspective Financial Services, has used technology to power growth in the face of these challenges – growth for both their clients and their firm.

In reading Mike's story and his advice, you too can learn to apply these technology tools to your own practice and be better prepared to take on the unexpected.

We'll cover powerful and practical tech insights and guidance, including:

Ways technology can help you anticipate client needs and deepen relationships
How technology can make firms more agile and secure
Advice based on real-world success

Download this case study to learn how your firm can power a better client experience.

_Disclosures:

_{Mike McCann is a client of Schwab and was not compensated for his comments. The experience described may not be the experience of all clients and is not a guarantee of further performance or success.}

_{Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Charles Schwab & Co., Inc. (Schwab), member}_SIPC._{Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.}

_{This is a sponsored feature developed by Schwab and supported by Financial Planning.}

_{Financial Planning is not affiliated with The Charles Schwab Corporation. Any mention of third-party firms or individuals is not and should not be construed as a recommendation, endorsement, or sponsorship by Schwab.}

_{Financial Planning will share your information with Sponsor, Charles Schwab & Co., Inc. Schwab may use it to contact you and to send you additional insights from Schwab Advisor Services™. Read about privacy at Schwab at}_{www.schwab.com/privacy.}

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