Technology like Zoom has become a staple in the workplace. While it may have been difficult for some, finding and understanding beneficial technology for each task allows advisors to adapt to client demand in the modern world.
In this episode, Matt Ackermann is joined by president of T3 Technology and T3 advisor conference producer, Joel Bruckenstein. Joel shares his expertise in technology, finding the right software and understanding the tools to use in reaching different goals.
- How the pandemic changed the perspective and use of technology
- The two types of advisors in adapting to technology
- Why education on technology is important for advisors
- How to evaluate the proper software for your uses
- And more