Technology is critical for financial planning and other professional practices that must reinvent and reimagine their businesses, their value propositions, and how they deliver these to their clients on an ongoing basis.
Staying at the forefront whilst increasing efficiency and effectiveness is no easy task. Employing more staff is not always the answer. Buying technology that everyone else is using is also rarely helpful or successful.
Having worked with financial planners since 1998, we have seen the evolution of not only technology but the profession at large. We have seen the impact of both great tech solutions and inappropriate tech solutions on businesses.
In today’s episode, we share the top 5 technology tools to consider for your financial planning practice as well as their value and expected impact.
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17 to 18 May 2022
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