Managing Your Practice: Technology

Download the NAIFA report, Managing Your Practice: Technology (PDF)

An increasing number of forward-thinking advisors are using highly automated systems to run their businesses and make it easier to attract and retain clients. This report, the first in a series by NAIFA, takes a look at some of these technologies and offers some helpful hints for integrating them into your practice.

See also, "NAIFA Is the Advisor's Technology Partner."