7 Key Steps to Adopting New Technology in 2017
Date: Tuesday, January 31, 2017
Time: 2pm ET | 11am PT
For many, the New Year means new technology being implemented at the practice. One of the biggest challenges facing advisory firms today is getting the team on board with these new programs. Improper planning, skepticism and lack of commitment are just some of the factors that often plague such projects from the start. Without buy-in and adoption, firms cannot realize the full benefits of technology designed to increase efficiency and productivity.
So what can firms do to have a shot at success in 2017? Join this complimentary webcast to learn seven key steps for successfully implementing new technology and improving adoption rates at your firm, including:
• The stepping stones needed to properly move the process toward a successful outcome
• The best method for identifying goals that solidify the project by providing a tangible destination
• How to assemble a team within your firm to champion the new technology from the start
• And more!
Whether your firm is bringing on new technology, or looking to correct a failed technology implementation, all will benefit from these tips and best practices.
Director of Consulting and Training
With more than a decade of experience in the financial services industry prior to joining Junxure, Director of Consulting and Training Julie Cochrane understands the inner workings of a financial advisory firm.
Focusing on each firm's unique goals, she has consulted with hundreds of financial advisors to guide them in maximizing their technology investment through better CRM use in their firms. She also leads our team of Junxure consultants and trainers to provide valuable resources to our clients, helping each firm become more efficient with their daily business practices through instructional classes, customized training, and business consulting.
Before joining us in 2008, Julie helped advisors build business and improve their practices as a business development consultant with Investor Capital Corporation. Previously, she also held positions at John Hancock, Manulife, and Quick & Reilly.