By James Pollard via Iris.xyz
If you’re a financial advisor who is serious about building your business, you need to leverage every possible advantage you can get in the marketplace.
Right now, technology offers a huge advantage. The advisors who get comfortable using technology are the ones who are going to survive and thrive in the new digital economy.
I’m not saying that you should go 100% digital, but it does help to have some tech tools in your tool belt. Again, the idea is to use every advantage you can get.
However, if you haven’t invested hundreds of hours using various tools (like I have), finding exactly what you need to use can be overwhelming. I’ve found that one of the biggest pain points for financial advisors who want to get more clients often revolves around technology.
That’s why I’m going to share with you my favorite tech tools that I actually use. I have used dozens and dozens of different tools and I recommend these for a reason. But first, I have a warning….
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