Financial Planners have been adopting remote working technology, video calling solutions, podcasting technology, and time-saving administration technology in greater numbers than ever before.
They have also used tech to support an increasingly remote workforce, as well as integrating back office solutions with video calling technology.
Cutting-edge Financial Planners have also been enjoying success in building substantial new online audiences through podcasting, YouTube, social media and other technologies.
However, it has not all been plain sailing and many Planners have found some of the technology changes to be a huge learning curve. In an exclusive Cover Feature in the latest issue of Financial Planning Today magazine we take the lid off this planner technology revolution.
We asked 5 leading Financial Planning professionals to tell us about the new tech that has transformed their daily working lives and helped them beat the pandemic business disruption. They tell us about the challenges and frustrations they have experienced, as well as their tech heroes. It's an essential read.
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Other highlights from the latest edition of Financial Planning Today Magazine include:
- An exclusive interview with FSCS CEO Caroline Rainbird
- A complex £15m HNW case in Planner Casebook with Nick Toubkin
- Inside My Business: Old Mill partner Paula Hodge on the firm’s growth plans
- DFM Update and Listing
- Professional Bodies news
- Paraplanning news and much more.