During the course of this year I've been giving a lot of thought to technology. Our own experiences of technology within Informed Choice have meant I have sat through hours of presentations, read various books on the subject and had conversations with stacks of IFA practitioners who have all had very mixed experiences.
The result of this is the creation of a list of five simple rules that I now apply whenever I will consider technology for my practice. I hope that you find this list useful and I would love to hear your thoughts. There is always room for improvement when it comes to these things. After all, I'm an expert financial adviser, not an expert technology adviser! Rule number one is consider process first and then technology. One of the most useful books I've read this year is The E-Myth Revisited by Michael Gerber. After reading this book I realised that running a business is about documenting ...
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