Gaining Perspective

One of the most consequential decisions an advisory firm must make is the suite of technology applications it will use – everything from financial planning to investment management to CRM and the myriad ancillary systems that streamline operations and deliver clients the information they want.  My guest today has seen the advisory technology industry evolve from a collection of stand-alone software packages to an integrated, web-based platform, and she will give us her predictions for what the next decade will bring.

Show Notes

One of the most consequential decisions an advisory firm must make is the suite of technology applications it will use – everything from financial planning to investment management to CRM and the myriad ancillary systems that streamline operations and deliver clients the information they want.  My guest today has seen the advisory technology industry evolve from a collection of stand-alone software packages to an integrated, web-based platform, and she will give us her predictions for what the next decade will bring.

What is Gaining Perspective?

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.