Last Updated on October 19, 2023 by Connor Prendergast
Blueleaf CEO John Prendergast has helped thousands of advisors integrate new technology into their practice. In this article for Advisor Perspectives, John shares his tips for introducing new technology to clients.
“Too often, advisors don’t think through the stages of introducing new technology. Either they assume it will be a nightmare and never start. Or they assume it will be easy, and they’re unprepared for built-in challenges. Planning for both the rollout and ongoing support will ensure the process is as smooth as possible and the work is minimized.”
Read the full article: How to Introduce Clients to New Technology in Advisor Perspectives.
Read John’s other articles in Advisor Perspectives: