A01=Bryan Mills
AdvzrTek
Author_Bryan Mills
Bryan Mills
building financial services practice
Category1=Non-Fiction
Category=KFF
Category=NL-KF
Delivery_Delivery within 10-20 working days
eq_bestseller
eq_business-finance-law
eq_isMigrated=2
eq_nobargain
eq_non-fiction
financial advisor technology
financial practice customer experience
financial practice enhancement
financial practice management
financial practice performance improvement
financial practice technology
financial practice technology implementation
financial practice technology strategy
financial practice tools
Financial Techtelligence: The Financial Advisor's Guide to Harnessing the Power of Innovation and Technology to Create Wealth
Language_English
Price_€50 to €100
stockbroker technology guide
technology for wealth creation
wealth creation
Product details
- ISBN 9781119182535
- Weight: 666g
- Publication Date: 29 Dec 2021
- Publisher: John Wiley & Sons Inc
- Publication City/Country: US
- Product Form: Hardback
- Language: English
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Raise the bar for meaningful customer connections, time efficiency, and exceptional performance accuracy with effective use of technology Financial Techtelligence is the financial advisor's guide to practice enhancement through the strategic use of technology. With over 20 years of experience as a financial consultant to private investors, author Bryan Mills has steered his expertise toward helping other financial professionals develop a general understanding of how technology will create a more personal experience with useful time-saving and practice-improving strategies. In this book, he demonstrates how technology can help your practice thrive and offers a clear blueprint for effective implementation. You'll delve into the four benchmarks of a successful technology strategy Audience, Budget, Due Diligence, and Expectations and learn how to appropriately define each step to best suit your specific practice. Technology continues to help stockbrokers, financial advisors, insurance agents, and other financial services professionals raise the bar for performance, and it's time for you to claim these advantages for your own practice.
Rapid technological innovation has brought about game-changing tools that harness the power of cost-effective trends in marketing and practice management. This book shows you how to choose the tools that are best for your practice, and leverage their capabilities to improve the customer experience. * Identify and target your customer base * Develop a budget for reaching your goals * Understand your strategy's risks and rewards * Set realistic expectations without aiming too low Every financial services professional is constantly on the lookout for that one great idea that will rocket their practice to the top. Better practice management, more streamlined operations, higher levels of client service, and of course, optimal outcomes are the cornerstones of exceptional financial service firms. Financial Techtelligence shows you how technology can get you there, and how to implement a strategy customized for your practice.
