Tech Tools For Today’s Young Advisor

Autumn K. Campbell, Financial Planner, shares the importance of young financial advisors staying up to date on current technology to improve accuracy and efficiency within their own practices such as video conferencing, scheduling, and electronic document storage.

 


 

Jude Boudreaux, CFP®, is a Partner/Sr. Financial Planner in the Chicago and New Orleans offices of The Planning Center, a fee-only financial planning and wealth management firm. Email him at jude@theplanningcenter.com.

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