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Home Interest Areas Personal Financial Planning Resources PFP Practice Center Technology Tips for Developing a Technology Plan
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Tips for Developing a Technology Plan 


  • Create a one, three and five year plan.
  • Visualize how you want technology to leverage your firm.
  • Consider hiring a consultant or read up on the topic.
  • Visit firms you admire that are technology savvy.
  • Establish goals for hardware and infrastructure.
  • Develop a list of software needs for your firm.
  • Develop a list of electronic research publications for your firm.
  • Estimate upfront, maintenance and training costs.
  • Prioritize your wish list.
  • Implement your plan.
  • Review your plan periodically.
  • Plan for obsolescence and change.



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