Financial Techtelligence: The Financial Advisor’s Guide to Harnessing the Power of Innovation and Technology to Create Wealth

Every financial services professional is looking for that one idea to have an impact on their practice and their client’s experience. This book will help older, current, and future generations understand how technology can deepen the customer experience. Financial Techtelligence will help financial services professionals utilize technology in their practices by uncovering four major benchmarks:
1. Identify Your Audience
2. Have a Budget
3. Complete Your Due Diligence
4. Set Realistic Expectations