Armies of technology vendors seem to be converging on the wealth management industry offering cloud-based services to automate every task a financial advisor could ever think of. These tools can help advisors connect and communicate with clients and prospects anywhere in the world. But which ones are best for your needs?
The myriad choices can be overwhelming.
Riding to the rescue is Bill Winterberg, founder and president of FPPad.com. He gave a presentation at the Technology Tools for Today (T3) 2015 Conference – Advisor Edition called ‘Digital Advice Delivery: Tools Your Business Needs Today to Deliver Advice in the Digital Age’. Any advisor looking for help selecting the right tools to enhance their practice should have attended this session.