Advisors Are Struggling with Too Much Technology, Not Too Little
Matt Sonnen | IRIS, September 2019
Read the article online >Summary: The objection we hear most often from prospective clients (delivered in a sarcastic tone) is, “I don’t want to hire an operations and technology consultant. Not only do I have to pay your fee, but you are going to tell me I can’t continue to do business unless I spend an additional $200,000 on new technology that will undoubtedly streamline my operations and make my staff more productive. And after spending all that money, I bet I won’t have one new client to show for it! No, thank you!”