FA Tactical Tips: Short-Cut to Technology Insights

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Short-Cut to Technology Insights

Because of my years on Wall Street, I’ve operated a computer since 1973. It as fun, when in 1998, I took a website development from scratch class.

These days, I can’t keep up with all the emerging technology. So, I read Bill Winterberg’s newsletter to learn about the new and neat technology that financial advisors may want to use for productivity and profit growth.


Have your IT Team Member register for Bill’s newsletter AND get your copy of 7 Essential Tips for the Productive Advisor now at http://fppad.com/ If you are a business owner and your IT Team person, too, it may be time to hire IT consulting help.

©2013 Maria Marsala guides independent financial advisors to reach their 5-year business and personal goals in 24 months. She is a business coach, speaker, and a former Wall Street Trader. Named one of the Top 30 International Coaching Gurus in 2011, Maria has been recognized as a thought leader whose ideas have been published in Financial Planning Magazine, RIA Biz, Advisor Max, Dow Jones, The Street, Entrepreneur Magazine, and numerous books, trade journals, and magazines. She has authored four business-building workbooks including, Attracting Clients You Love Working With: 6 Steps to a Profitable Client Base. Did you find this article thought provoking? Get more delivered directly to your inbox every two weeks by signing up at Register here

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