By Mukesh Dedhia, CFP
“Change is the law of life and those who look only to the past or present are certain to miss the future.”- John Kennedy
We humans have really come a long way from the Ice Age to the Internet Age. The internet was introduced in the year 1994 and after that there was no looking back for the business sector to make the efficient and effective use of ‘IT’.
Continue reading From the Ice Age to the Internet Age
By Taylor Liao, CFP
Our profession is quite special: everyone needs it, yet its public recognition is low, especially in Taiwan. Usually when we talk to the public about financial planning, we have to do a lot of explaining to make sure they understand what we are talking about. Because of the complexity of our job and low recognition of the public, we need the help of internet technology to promote the financial planning profession.
Continue reading Improve Client Experience Through the Proper Use of Internet Technology
By Patrick Canion, CFP
Advances in technology provide wonderful opportunities for advisers to improve their client interactions and make the client advice experience more tangible and fun. Just ask yourself, what has a greater ‘wow’ factor: sitting with a client drawing a diagram on paper, or swapping an ipad with them that wirelessly projects the image onto a 55 inch display on the wall of your meeting room?
Continue reading Client Relationship Building Through Social Media and Technology