Tech is Cheap Harnessing technology to save you time, energy and clients by Kevin Cork, CFP The Banff School 2007 NOT about Marketing NOT about Websites Using various forms of technology to: Increase the client service you provide Save money on administration Implementing Technology
Kevin Cork, CFP
The Banff School 2007
Using various forms of technology to:
Increase the client service you provide
Save money on administration
High Geek AlertWarning: Geek Alert
“Man, that is an old mouse!”
“See, Preston, the new UL Illustrator 4000 now only takes three days to print that WHOLE chart!”
Fund manager leaving a fund
The OLD Way: 8.5 hours
in five minutes…
you generate 46 INDIVIDUAL CLIENT CONTACTS with information that is directly relevant to them!
"This 'telephone' has too many shortcomings to be seriously considered as a means of communication. The device is inherently of no value to us."
Western Union internal memo, 1876.
"I think there is a world market for maybe
Thomas Watson, chairman of IBM, 1943
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