If you’re wondering how to determine which technology will make the most impact on your firm and clients in the coming years, this white paper offers a framework for vetting potential solutions based on the following factors: ROI, differentiation capabilities, usability and adoption, client experience and the impact on future growth.

As advisory firms solidify their 2023 budgets, the overly saturated technology landscape coupled with recent inflation, market challenges and the threat of a looming recession makes the process of evaluating new technology more complicated. For advisors serving business owner clients who are facing the pressure of less discretionary spending, higher costs for labor and materials, and the fear that things are going to get worse before they get better, our current environment presents significant opportunities to offer value to this market and give them the answers they need to make critical decisions during a difficult time. 

Download the white paper to learn about questions you should ask when vetting potential technology solutions, including:

• Is it cloud-based?
• What is the expected ROI?
• How easy is it to get up and running?
• Where does it fit into your firm’s larger vision for the future?
• How will it improve efficiency and client experience?

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