Oftentimes, we purchase technology for our firms but don’t spend the time and money training our staffs to properly utilize the tools.
Advisers, here’s the truth: You’re wasting time and money on technology that you probably aren’t using to the fullest extent. And for the most part it’s technology designed to make your job easier and improve client outcomes.
That said, getting up to speed on unfamiliar technology is not easy. There are a lot of functions within each program or platform, and having to go through every manual of every application can be a daunting task.