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Technology > Marketing Technology

Balancing Tradition with Technology

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Technology innovations are rapidly altering the financial profession in a positive way. In the past, advisors typically would spend the majority of their day driving across town to meet clients. Today, we have the ability to automate the manual process by conducting meetings, running task lists and providing investment reviews from the comfort of our own desk. Modern technology has significantly improved advisor productivity and helped substantially grow our businesses. It is absolutely essential to stay abreast of these new technologies and welcome the advantages they bring. However, technology is not a replacement for face-to-face meetings. It’s beneficial to incorporate both into your daily work.

Advantages of technology:

  • Increased prospects: New software gives you the ability to connect with more clients and prospects than ever before. By using web-based software you can find and communicate with clients that aren’t geographically centralized to increase your pool of clients.
  • Saved time: Technology helps us save time, and it also saves our clients’ time. As the advisor, you have the advantage to conduct quarterly reviews with more than 150 large investment clients in half the time.
  • Reduced work: These powerful tools are combining desktop sharing, phone conferencing and work by reducing administrative tasks. This will allow you to focus more of your energy on the client.

Any advisor who hasn’t incorporated these new technologies into their practice is missing out on enormous opportunities. However, it is important to remember, no form of technology can replace the power of face-to-face meetings. While new electronics can ensure efficiencies with your time, our clients need personal interaction. They are making critical decisions about their future and family, which not only affects their lives, but future generations. They deserve all the benefits of a high-touch, high-tech approach.


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