Summary: We all know it: Technology is both extremely important and tedious. It's a headache that, when alleviated, lets us get on with the important work of planning for clients' financial lives, and lets us do it more effectively and efficiently than ever.But just deciding what to buy and when to upgrade — which is what advisers spend most of their money and time on — is only the start.
 It's no good to anybody to spend money and develop a new application and deliver it to advisers if they don't then get the training they need to adopt that application and integrate it into their practices, so they can be more productive and deliver a better client experience."John Taft, chief executive, RBC Wealth Management |
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