Game-Changing Technologies: Be Anywhere, Know Everything

Lee, Shelley A.
October 2010
Journal of Financial Planning;Oct2010, Vol. 23 Issue 10, p26
Academic Journal
The article discusses the role and significance of technology to financial planners in the U.S. It states that new technology enables financial planners to connect to their clients in a different level but majority of them do not use these sophisticated tools because they are struggling with transition. It also states that these technologies can enhance their productivity and efficiency while creating customer relationship. It notes that some big companies add social media connectivity in their programs to improve human connection with clients. It suggests that planners' should utilize social sites since many older people are using them and embrace technology to keep up with the younger generation who are potential clients in the future.


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