Taming Your Technologies: A Tech Wellness Check for the Modern Advisor’s Practice

Technology is central to your practice. But it can also be a source of frustration, monopolizing time that could be better spent with your clients. We developed a tech wellness check to give you a view of how you’re using technology across your practice to help you identify and fix any gaps or challenges. 

Our checklist will help you:
  • Evaluate your current tech stack
  • Consider how technology fits within your client experience
  • Determine a management plan for each tool you use