Kevin Flynn

Advisors: Beware The Rise of the "Franken-Product"

Advisors: Beware The Rise of the “Franken-Product”

The Advisor Technology Dilemma

Software, you have. You have a CRM system to manage your communications and tasks. You have a financial planning system to create the long-term analysis that clients depend on. You have a performance reporting system to show clients how they’re doing. You have account aggregation to see a complete view of client assets.…

TDA Conference: I fought the cloud and the cloud won…

Livin’ with my eyes closed, goin’ day to day
I never knew the difference, I never cared either way

– Pat Benatar, “All Fired Up” (1988)

Have you been fighting the transition to cloud-based technology? Do you think that server-based applications are the only way to guarantee security and compliance? You’re in the minority if you do.…