 If a technology provider hasn't offered an update in a year or 18 months, that may warrant unplugging from that system."Bill Winterberg, FPPad |
Why advisers should update at least one tech system every year
Liz Skinner | InvestmentNews, March 2017
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Summary: Advisers need to be proactive about making technology changes if they want to keep up with the competition and take advantages of opportunities to improve the client experience.
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