 It is critical if you want a good outcome. It doesn't complicate the process or make it longer; it reduces the likelihood of missteps."Greg Friedman, president, Junxure |
Why you need a project plan when bringing on new technology
Alessandra Malito | InvestmentNews, October 2015
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Summary: With so many new or updated technology products available, it's not surprising that advisers are bringing on new tools all the time. It isn't easy though.Advisers need to consider a number of factors before acting: Who will be involved in the adoption process, who will champion the new software when it is rolled out, how long is it expected to take and in what ways will the product integrate with the current system.
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