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Business Development

    Are you using technology to your full advantage as a Financial Advisor?
    Business Development

    Are you using technology to your full advantage as a Financial Advisor?

    written by Laura Furner

    Technology is everywhere you look these days – people walking around with their heads down engrossed in their smart phones, computers and tablets. You see this engagement all around – there is no escaping it. As new innovations come to light, we will see even more utilization for both work and leisure. Looking forward to the future, this too will be true in the insurance industry.

    In today’s wealth management and insurance workflow, it is commonplace to get by without fully utilizing the technologies available. The evidence speaks for itself – simple sign in sheets at events, or the use of a pen and paper to fill out applications are still popular. However, as time moves forward it will become increasingly difficult to keep up with technology trends if we fail to embrace them today. Technology is a scary space to learn but once you dive in, you will begin to see where it can fit into all aspects of your business to save you time and money!

    Continue Reading
    Are you using technology to your full advantage as a Financial Advisor? was last modified: December 17th, 2018 by Laura Furner
    May 18, 2017
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  • Business Development

    Compliance Corner

    by Paul Van Ginhoven April 24, 2017

    This is the first of what will be an ongoing blog entry focusing on everyone’s favorite topic: Compliance (ok, insert joke here). First things first, I feel compelled to dispel some of…

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  • Business Development

    How to Write an Effective Bio

    by Monica Breeding November 1, 2016

    EXPERIENCING A LITTLE WRITER’S BLOCK? When it comes to writing a professional bio we often catch a case of writer’s block. Not because we don’t know ourselves well enough to write our…

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FIG Marketing ElevateU Charlotte - June 2022

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