Technology Tell-All: Tips and Tricks for Integrating Technology into Your Firm
Ask any independent financial advisor what their biggest limiting factor is, and more often then not you'll get the same response: TIME.
Lucky for us, we live in the 21st century and are armed with countless new technologies created solely to make our lives easier. In this recording, XYPN members Arielle Minicozzi and Adam Cmejla share which technologies they've successfully integrated into their firms, and which technologies aren't worth your time.
Listen as Arielle and Adam discuss:
- Why technology adoption is so important for today's RIAs
- Their approach for how to start integrating tech in your firm
- Which scheduling and CRM technologies they recommend
- The time-saving tools for client note dictation
- Which tech has helped improve the client experience
- And much more
Mentioned in this recording:
- What Core Tech Does My RIA Need in the First Year?
- Free Time-Saving Tech Solutions to Incorporate Into Your Financial Planning Practice
- Must-Have Tech Solutions for Your Firm
- 3 Tech Solutions Every Independent Financial Advisor Should Be Using
- Process Street
- Leveraging Zapier in Your Financial Planning Practice
- XYPN's Tech Stack
- XYPN's TD & Orion member benefit
- How XY Planning Network Has Evolved with Its Growing Membership
- Prospective Clients and that Initial Client Meeting: What Would Arlene Say?
- Ep #223: Going All-In on a Niche and Ramping Growth - The Career of Adam Cmejla
- Ep #192: From Loan Officer to RIA Owner and Process Extraordinaire - The Career of Arielle Minicozzi
- Sphynx Automation
- How Financial Advisors Can Secure Client Information Via Email
- Compliant Document Storage for RIAs: What You Need to Know
- 3 Advisors Explain Their Best Tips for Time Management
- XYPN Member Benefits Directory