Shawn Bosman is an account executive at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.
While starting out on your own is always exciting as a financial advisor, it can be a daunting task that many planners do not know where to begin. From managing client relationships to delivering advice, here are some tips on building out an essential tech stack.
COVID-19 will undoubtedly change firm best practices going forward and the planners who embrace those changes now will be ahead of the curve. Advisors can utilize digital tools to stay connected with their clients and keep their clients connected with their advice.