Financial Planners Need Better Management
Friday, December 5th, 2008![]()
You can bet that the economic recession has financial planners in a tizzy. While the current economic climate is bound to increase the likelihood that demand for independent financial advisors will soar over the coming year, the need for client relationship management tools are increasing as well.
A recent software survey by Financial Planning revealed that its constituents are interested in learning how to leverage existing staff through improved technology and better practice management techniques, but are limited by what they think they know about the software available.
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Financial Planners Need Better Management

