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What’s Working Now: This advisor discovered an online meeting service that helped her organize otherwise impossible meetings and improve her client education tactics.
Technology is becoming more and more important in running an efficient practice and keeping clients in the fold. Here are six tech tools one advisor is using to manage paperwork, prepare for meetings, conduct reviews, track client interactions, and more in 21st century style.
Who controls your schedule? You or your clients? Most advisors are too reactive in scheduling meetings and their productivity suffers. Take back control by building a structured client meeting schedule—maybe only three days a week?—to streamline admin and free up time to work on your business instead of in it.
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The AI-Powered Financial Advisor
Begins June 18, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025