Updated Friday, August 22, 2014 as of 12:00 AM ET
Advisor Technology 2013: Driving Practice Growth Through Innovation
 

Advisor Technology 2013: Driving Practice Growth Through Innovation

A new multi-media eBook from the editors of Financial Planning

Financial advisors have been somewhat slow to adopt new technology solutions, however that tide is changing. A Financial Planning Tech Survey found that 36% of advisors planned to increase their technology budgets while just 4% planned to reduce it. The challenge now is for advisors is to successfully evaluate and implement new systems while adjusting their business processes to take advantage of the practice improvements the software provides.

This new eBook will help advisors on their journey to increased client satisfaction and improved efficiencies.

The August Issue is now online!


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