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By Joseph Turek, CFP, Wealth Management Financial Planning Consultant
In today’s competitive marketplace, advisors need to leverage every advantage possible to grow their practice while continuing to offer clients a superior experience. Technology can be a big advantage, and advisors who become comfortable incorporating marketing and practice management tools into their practice will have a competitive edge in an increasingly digital economy.
Let’s look at some essential technology tools to consider incorporating into your practice to take your business to the next level.
Technology has changed the way people receive financial advice. Offering your clients flexibility in the way they interact with you and developing an online presence and brand are critical so you are better positioned to meet clients where they are.
As you grow your practice, it’s easy to get bogged down in day-to-day details to keep a thriving practice running smoothly. But the more time spent on administrative or compliance-related tasks, the less time you have in front of clients and prospects addressing their needs and growing your practice. A variety of technology tools are available to help you run a more streamlined business and spend more time being productive and building trusted relationships with clients. Let’s look at some of the most helpful tools:
Most broker-dealer firms offer access to marketing and planning tools to help you easily incorporate these solutions to your practice so you can continue to grow. For more information on the solutions, contact your dedicated your dedicated Financial Planning Consultant.
PCG West Coast: Joseph Turek (214) 859-5142
PCG Gulf Coast: David Pergande (214) 859-1479
Momentum Independent Network: Patrick Deist (214) 859-6036
To learn more about Momentum Independent Network, contact Wealth Management at WealthManagementInfo@hilltopsecurities.com or 833-4HILLTOP
The paper/commentary was prepared by Momentum Independent Network (MIN). Momentum Independent Network Inc. is a registered broker-dealer and registered investment advisor that does not provide tax or legal advice. MIN and Hilltop Securities are wholly owned subsidiaries of Hilltop Holdings Inc. (NYSE: HTH) located at 717 N. Harwood St. Suite 3400, Dallas, TX 75201 (214) 859-1800, 833-4HILLTOP. Member FINRA/SIPC
For professional use only.