The devil really is in the details. Have you created a client experience that is not operating effectively? The problem is your operational experience. Before you go creating a new process or system for your clients, look under the surface of your business and build your operational experience. Here’s some tips on how.
Technology is a hot trend in the financial services space. But do you need to spend your business resources on the hottest new thing? Likely you don’t. It’s often better to look at your existing technology and integrate it before you invest in more. To help you clean up your tech, use these seven questions to determine what stays and what goes.
Look to your clients to give you direction on what technology works best for communicating with them and improving your advisory practice.