Technology is shaking up the way industries do business.
While the financial service industry has been somewhat slow to adopt new technology, it now plays a leading role in the ecosystem. There are many different tools that independent advisors can use to improve client services and maximize profitability.
Over the years, I have been fortunate enough to train hundreds of financial advisors on technology.
I interact with these advisors and operations staff on a daily basis as part of the training and consulting team at Junxure®.
Prior to Junxure, I worked in a completely different space - as a classically trained tuba player. I performed all around Palm Beach, Florida while also teaching classes and instructing other tuba players. While I would like to say it’s different - teaching people how to play tuba and create music is very similar to teaching advisors how to use and adopt a new technology. Learning anything new can be intimidating.
Embracing new technology
Change is hard. Advisors embracing any kind of technology change are left asking: I’ve set up my new technology - now what? How can I best encourage my colleagues to adopt this new technology? How do I maximize this technology asset that I just purchased?
I thought I would give you some insights on how you can best adopt any new technology into your firm's practice.
Take ownership of your success
Most importantly, your success is your responsibility. In my experience, the most successful firms take control of their own success. Don’t just assume you will be successful after buying the new software, plan to be successful!
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This blog is sponsored by AdvisorEngine Inc. and CRM Software LLC. (“AdvisorEngine”) The information, data and opinions in this commentary are as of the publication date, unless otherwise noted, and subject to change. This material is provided for informational purposes only and should not be considered a recommendation to use AdvisorEngine or deemed to be a specific offer to sell or provide, or a specific invitation to apply for, any financial product, instrument or service that may be mentioned. Information does not constitute a recommendation of any investment strategy, is not intended as investment advice and does not take into account all the circumstances of each investor. Opinions and forecasts discussed are those of the author, do not necessarily reflect the views of AdvisorEngine and are subject to change without notice. AdvisorEngine makes no representations as to the accuracy, completeness and validity of any statements made and will not be liable for any errors, omissions or representations. As a technology company, AdvisorEngine provides access to award-winning tools and will be compensated for providing such access. AdvisorEngine does not provide broker-dealer, custodian, investment advice or related investment services. AdvisorEngine and Junxure are registered trademarks of AdvisorEngine Inc.