Whether you’ve been in business two years or 20, you likely have seen technological innovations alter the way you run your practice and serve your clients. New systems and solutions continue to emerge every day. They transform the way you and your colleagues communicate, manage information, prospect for new business, and build client relationships.
Advances in technology have also ramped up competition in the industry, making it crucial for advisors to stay on top of new technologies if they are to maximize their success. It can be a difficult and intimidating endeavor.
Fortunately, your investment in NAIFA gives you tools to navigate the dynamic technology landscape.
A new report, the first in NAIFA’s “Managing Your Practice” series, outlines many of the technologies shaping the insurance and financial services industry. The report provides an industry overview, case studies of how individual NAIFA members use technology in their practices, and a rundown of some of the most popular technological solutions.
NAIFA business management resources, including webinars and NAIFA’s Advisor 2020 Workshop, provide information and strategies for using emerging technologies in a successful practice. They answer many questions advisors have about what technologies are available and how they can be implemented.
NAIFA also offers exclusive services and discounts from industry-leading technology providers, including Citrix, Copytalk, LastPass, Junxure, and miEdge. These companies offer file sharing and storage, mobile dictation services, information security, customer-relations management solutions, and a technology-driven prospecting tool. NAIFA members also receive discounted access to technology products and information from LifeHappens.
With NAIFA at your side, technology is not confusing or intimidating. It offers tools that help NAIFA members rise to the upper echelon of successful advisors.