Building a sustainable technology platform
By Alyssa Yocom
The financial planning profession and how we deliver services to our clients have changed significantly over the last several decades. So how do we select the right tools to serve our clients? We must be forward-thinking and aim to build a sustainable technology platform that will service our firms’ needs today and for years to come.

Move beyond a CRM with process control software
By Stephen C. Craffen
Have you ever felt frustrated by the limitations of your firm’s customer relationship management (CRM) software? There is a better solution than a CRM for managing your firm’s workflows. It is process control software.

Delegating technology management to your team: why it matters and how to pull it off
By Charesse Spiller
Every financial planning practice requires a well-rounded tech stack to run efficiently. Firm owners usually take on the responsibility of managing this technology, creating a bottleneck. There are multiple reasons why you should delegate your firm’s technology management.

Young widows and widowers face complex Social Security rules
By Marcia Mantell
When a client is widowed before age 60, financial advisors may need to help them navigate through complex Social Security survivor rules, and even come back to the issues multiple times.

Answer the most important question on your prospect’s mind!
By Miguel Gomez
Your marketing materials should invite prospects to take the first step in starting a relationship with you. This article features seven firms that do a great job of targeting prospects, pushing the profession forward with their websites and online communications.

Fee-only planners discuss the application and limitations of technology
By Alexandra Baig
Here, planners share how their firms use technology, how the technology benefits their clients and staff, how their use of technology is evolving, and what technology they hope will emerge.

Focus on technology
By Susan Weiner

New member referral program, Fall Conference registration, scholarship application deadline,
Marketing Playbook Trilogy classes start this month, and more in the August issue.

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