Getting the most out of technology for your financial planning practice
Episode description
Financial planners and advisers are forever looking for new technology. Technology that is friendlier and easier to use. Technology that fosters more engagement. Technology that can automate more tasks and processes.
Many financial planners and advisers have even gone so far as to develop their own software for their businesses. This works so well for them that they believe they built something that has been eluding everyone until now. And then they start selling their software to other financial planning businesses.
But it hardly ever lasts.
Join us for a discussion about solid principles and approaches you can and should follow to ensure you get the most out of the technology you implement and use in your practice.
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Taxspace is our own proprietary software helping financial planners, advisers, paraplanners, tax practitioners, etc. turn their client's tax into opportunity.
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Website: https://www.taxspace.app
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