 Consumers today expect their financial services provider to deliver the latest technology, and if you as an advisor are not, the chances of you surviving are not looking good."Joel Bruckenstein, Technology Tools For Today. |
Staying Out of the Technology Penalty Box
Timothy Welsh | ThinkAdvisor, May 2017
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Summary: Teeing up the technology TED talks, Bruckenstein gave his best advice on how to evaluate the many new products, platforms and vendors focusing on developing the key tools, solutions and resources to help advisors run a better business.
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