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ENGAGE 2020


PFP2031 - Financial Planning Technology: Where are we at, and where are we going?


Jun 10, 2020 2:00pm ‐ Jun 10, 2020 3:15pm

Description

To keep your firm current with new technology, you need to update or move major pieces of technology (like your CRM) every 18-24 months. This process is daunting and causes many firm owners to simply keep what they already have in place.

But this quickly leads to running an inefficient practice with outdated technology. The first step to improving technology adoption in any financial planning firm is understanding the current landscape of technology in financial planning.

Learning Objectives:
  • An overview of existing types of technology available to advisory
  • A highlight of the leading technologies in each major tech category
  • A look into the future at technology coming down the pipeline

Speaker(s):

Tags: PFP
Category: Concurrent Session (Onsite and Online)

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