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.