Technology Trends that are Reshaping the Advisor Profession

Gaining Perspective

English - October 11, 2022 11:00 - 23 minutes - 42.7 MB - ★★★★ - 18 ratings
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The right technology platform with the right integrations and support is critical to the success of an advisor's growth and client engagement. Each piece must be right, but it's the blending that drives the value. Understanding the advisor's needs and involving them in the decision process is vital to the success. This needs to be done at all levels of product development, from strategy and design, to testing, support and ongoing feedback. My guest today will explain how he has managed and navigated this process with one of the largest advisor networks, Commonwealth Financial.

Click here to learn more about Commonwealth’s technology solutions.

Here is an article by Patrick: An Office Technology Blueprint for Financial Advisors.

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