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.

In this recording

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:

Featuring

Arielle Minicozzi, CFP^®, CSLP^®, has a passion for helping individuals and families achieve financial stability and for helping other advisors serve more clients. In addition to her role at Modern Money Advisor Financial Planning, Arielle owns and operates Sphynx, a consulting firm that helps other financial advisors systematize their businesses and implement technology solutions.

Adam Cmejla is a CERTIFIED FINANCIAL PLANNER TM and founder of Integrated Planning & Wealth Management in Carmel, IN. As a third-generation business owner and husband of a practicing optometrist, he has a unique perspective and sees the profession of optometry through a lens (pun intended) unlike any other planner in the country.

He focuses his time and efforts on helping ODs nationwide “plan life, on purpose” personally, professionally, and financially through an engaged and collaborative financial and life planning
process.

Free On-Demand Event

Technology Tell-All: Tips and Tricks for Integrating Technology into Your Firm

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