Financial Techtelligence : The Financial Advisor’s Guide to Harnessing the Power of Innovation and Technology to Create Wealth by Bryan Mills

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  • Title: Financial Techtelligence : The Financial Advisor’s Guide to Harnessing the Power of Innovation and Technology to Create Wealth
  • Author: Bryan Mills
  • Category: Other
  • Date: Apr 2019
  • Lenguage: English
  • Pages: unknown
  • ISBN: 9781119182566

 

Ebook description:

Financial Techtelligence is the monetary advisor’s information to observe enhancement by means of the strategic use of expertise. With over 20 years of expertise as a monetary marketing consultant to personal buyers, creator Bryan Mills has steered his experience towards serving to different monetary professionals develop a normal understanding of how expertise will create a more private expertise with helpful time-saving and practice-improving methods. In this guide, he demonstrates how expertise may help your observe thrive and gives a transparent blueprint for efficient implementation. You’ll delve into the 4 benchmarks of a profitable expertise technique—Audience, Budget, Due Diligence, and Expectations—and find out how to appropriately outline every step to greatest fit your particular observe. Technology continues to assist stockbrokers, monetary advisors, insurance coverage brokers, and different monetary providers professionals increase the bar for efficiency, and it is time for you to declare these benefits to your personal observe.

 

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