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Creating Comfort for Clients Through Technology

  • By Andrea Schlapia
  • |
  • May 16, 2013

462431261 web, istock, thinkstock, getty imagesLoving or hating new technology? Regardless, many advisors are falling in love with the perks new technology is providing for their firm, their employees and their clients.  

In most every tech trend article, you will find advisors are creating comfort for their clients by moving towards mobility, removing barriers of old-school technology (traditional office setting with a desktop computer) and providing solutions across all mobile platforms.

We have picked great videos and articles to bring you up-to-date on the latest technology trends for advisors in 2013. Check these out to see if you can consider your firm “tech-trendy”.

  • New Technology, Training Critical for Holistic Planning (Financial Planning)
  • 3 Biggest Advisor Tech Trends (Financial Planning)
  • Tech Predictions for Advisors in 2013 (Financial Planning)  
  • Advisor Tech Trends for 2013 (Financial Planning)
  • Top 7 Tech Trends for Advisors in 2013 (Advisor One)
  • 10 Tech Trends for Advisors (advisorTek)
  • Tech Trends and Implications: How Financial Planning is Adapting, roundtable moderated by Michael E. Kitces (Journal of Financial Planning)

I’m curious to know what technology trends your firm is implementing and how they are benefiting your firm and your clients.

Let us know what new technology you are using

& the success you are gaining from it!     Leave A Comment Here!

Photo credit ©iStock/Getty Images/Thinkstock

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Author Bio

Andrea Schlapia, RCC™, HCS, sHRBP, is the Founder and CEO of Ironstone, which represents the culmination of her 20+ year career within the financial services industry. Her experience began as a financial advisor evolving into a consultant coach for advisors entering the field. This ignited her passion to support others through learning and development of best practices in order to achieve substantial results. To this end, she followed her desire into positions of senior-level practice management specialists for Dreyfus, Prudential, and DWS Investments prior to the realization of Ironstone.  Andrea’s focus is on practice management strategies to enhance and improve both business and personal life. Andrea identifies 4 key performance areas known as the Fundamental 4™, which are required to design, develop, and sustain a successful business. Through coaching sessions and speaking engagements, she captivates her audience with interactive, high-energy presentations which are built with “how-to” strategies resulting in real-world implementation for significant impact. Andrea has been featured in multiple publications and audio broadcasts as a specialist and distinguished spokeswoman in the financial industry.