Sponsored by Orion Advisor Tech
Few, if any, saw the numerous challenges that sprang up in 2020 coming. And fewer still expect the disruption (and ensuing innovation) to stop any time soon.
Many advisors now plan to adopt a hybrid approach to their work environment rather than working from the office full-time. Client expectations continue to adjust, too: for an industry that has always relied on in-person, face-to-face meetings, the pandemic has presented a wholesale shift in how advice and services are delivered.
As we head toward uncharted territory ahead, it’s more important than ever to know that the technology you’re using can support the growing complexity of demands coming your way.
Download this free Bbook and discover:
- The ways technology can help you improve prospecting (winning new business); planning (mapping out financial goals); investing (tailoring portfolios to match client goals); and achieving (measuring progress)
- What you need to ask yourself and your technology providers about each of those four essential elements
- How you can leverage the best technology possible to build a client experience that helps you service clients most effectively