Practice Foundation - Technology

M (1.5)
10/19/2017
10:45 AM - 12:00 PM
This panel is designed for new planners, and those considering financial planning as a career. It is also a good refresher for advisors with existing practices. Panelists will share their experiences with software and technology resources.

The intention of this session is to give new planners a framework for making their first decisions about technology (computers, scanners, printers, and so on), software (planning, accounting, portfolio management, CRMs and so on), and Internet resources (the planner’s own Web site and other online tools).