I recently connected with Bill Winterberg, US-based Technology Consultant to Financial Planners and Founder of FPPad to talk about how advisers can use technology to improve their businesses in three key areas; Marketing, Practice Management and Personal Productivity.
The tools discussed here include:
- InStreamWealth – a crowd-sourced financial planning and practice management system
- Rescue-Time – Time-management and Productivity Tracking software
- Windows or Mac Dictation Service
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