Advisors and firms know technology is key to future growth, but many aren't making the most of the digital tools they use.
The technology revolution has changed our lives. These days, you can get a ride, order dinner or even set your home's thermostat from your smartphone. The rapid pace of technology advancement has worked its way into the fabric of our daily lives, and – in most cases – helped us become more efficient.
For advisors, the story is no different. Technology has fundamentally changed the way they operate, from the ways they manage their practices to how they work with clients. But finding the right technology and integrating it effectively into an existing operation can be complex and challenging. Download the paper for strategies to address this challenge and help advisors get ahead.