Technology Planning Articles
- Tech Trends and Implications: How Financial Planning Is Adapting
Roundtable moderated by Michael E. Kitces, CFP®, CLU, ChFC, RHU, REBC
The Journal’s practitioner editor sits down with technology experts Joel
Bruckenstein, Davis Janowski, Spenser Segal, and Bill Winterberg to examine
the tech trends that will have the biggest impact on financial planners.
- Tools for Digital Age Marketing (Journal of Financial Planning)
by Bill Winterberg, CFP®
Technology can give even small planning practices a chance to compete for prospects … if they’re willing to embrace the techniques of inbound marketing.
- How to Stay Safe When Using the Cloud (Journal of Financial Planning)
by Bill Winterberg, CFP®
Who’s responsible for data stored on the cloud? And how can you make sure your
information—and that of your clients—is secure?
- How to Make Your Small Financial Planning Form Look Big (Journal of Financial Planning)
by H. Jude Boudreaux, CFP®
Accomplish with technology everything the big players do while retaining the competitive advantages and personal touch of a smaller firm.
- Maximize Your Technology Spending in 2012 (Journal of Financial Planning)
by Bill Winterberg, CFP®
Nationally known expert Bill Winterberg suggests high-impact ways you can invest in technology for your business, whatever your budget.
- Evaluating Online Document Storage (Journal of Financial Planning)
by Bill Winterberg, CFP®
Here are some online options that make it possible to store and synchronize important files—and help you access them from any location with an Internet connection.
- 2008 FPA Practitioner Technology Report (FPA Research Report)
To effectively and efficiently serve clients in today's competitive industry, financial planners increasingly rely on information technology.
- Infomatics: Proposing a New Information Technology Discipline for Financial Planning (Journal of Financial Planning)
By C. Augusto Casas, Ph.D., CFP®
To effectively and efficiently serve clients in today's competitive industry, financial planners increasingly rely on information technology.
- Growing Profits with Technology
By Tim Welsh, CFP®
Processing and retrieving paper documents are often an overlooked business cost. Moving to a digital process can save space, boost back-office efficiencies, and also ease compliance issues.
