Summary: Merge your technology plan with your business plan – Many firms develop a plan or ideas to add value to their current business model, and then think about technology later in the process. Define upfront how technology should be used to support your ideas.
 Many advisors seem to know more about the technology products in the market than they know their own firm’s needs. While we know that technology is an investment, the wrong technology is a costly mistake."Sue Glover, President, Susan Glover & Associates |
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