Part III: Starting a new advisory firm: Selecting technology
Perfectly integrated technology is vital to the success of your firm. Choosing an ideal fit is difficult because your needs are constantly changing. And when some benefits of technology are quantifiable, while others are intangible, how do you prioritize them?
This InvestmentNews article written by our Co-Founder Scott Hanson reads:
In my two previous columns, I’ve delved into both the marketing and outsourcing aspects of starting a career as an adviser.
In today’s third and final installment, I’m going to discuss the technology I would use were I to move to a new city and start an advisory firm from scratch today.
Choosing an ideal technology is difficult because your needs are constantly changing. And since some benefits of technology are quantifiable, while others are intangible, how do you prioritize them?
Scott Hanson, Co-Founder, Allworth Financial