Financial Planning Blog

Insights

Get insights, strategies and research from the AdvisorEngine team to create a better client experience for your clients and drive growth for your firm.

Dan Lang

As a leader on AdvisorEngine's business development team, Dan works directly with financial institutions and advisors in order to optimize innovative efficiencies and help deepen their relationships with clients. He works alongside enterprise technologists, data scientists, designers, futurists, business builders and former financial advisors to create the future of financial advice.

Blog Feature

Joel Bruckenstein  |  Technology

The Seven Mistakes to Avoid When Selecting Financial Technology

Financial advisors face countless challenges in their daily practices – especially in this day and age. In order to implement a broader technology strategy at your firm, you must approach it from a technology as well as a business standpoint. Analyze how your business can benefit from the use of technology.

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