Five technology tools every advisor should use

I think many can agree that in today’s world, time is of the upmost value and there certainly doesn’t seem to be enough hours in the day to accomplish everything you set out to. Lists are a mile long and all areas of life, from personal to professional, are packed with things that need to get done. The solution? Add hours to the day of course!

Though that may work in another universe, we need a logical solution to getting our time back. In today’s episode of Lessons Learned, I share with you five of the most valuable technology tools you can add to your practice to help you get those precious hours back in your day and work smarter, not harder.

Leave a Reply

Your email address will not be published. Required fields are marked *