Because personal financial planning firms vary greatly in size and in their business approach, it is important to understand that there is no "one size fits all" technology solution. On the contrary, the technology needs of a firm will be dictated by a wide variety of factors, including the firm's business model, size, client profile and goals. Although arriving at the proper technologies for your firm can be difficult, failing to leverage technology is not an option.
Read the article Building Blocks encompassing the technological components of a successful PFP practice or select a specific topic from the list below. Or download the complete version of The CPA's Guide to Technology in a PFP Practice.
Brought to you by Joel Bruckenstein, a nationally recognized expert in the fields of technology for financial advisors, practice management for financial advisors, financial planning and investment management. Common themes in Bruckenstein’s writing include practice management strategies for the independent financial advisor.
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