Wants Vs. Needs: When It’s Time to Invest in Your Office Technology

Posted by Mike Bistis

January 30, 2018 at 10:00 AM

As a technology consultant at Commonwealth Financial Network®, I frequently talk about technology with the firm’s affiliated financial advisors. Given the pace at which new products come to market, the questions I receive typically revolve around whether advisors should invest in top-of-the-line hardware and systems and how often they should upgrade. It can be tempting to chase the latest trends, but do you really need and i7 processor when an i5 will do? With that in mind, let’s look at what you really need to run an efficient practice, and how to determine when it’s time to invest in your office technology.

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Topics: Technology

How Commonwealth Keeps Up with Trends in Financial Advisor Technology

Posted by E.J. Sutherland

October 4, 2017 at 1:30 PM

What do advisors expect from their broker/dealers when it comes to keeping up with trends in financial advisor technology? And how do broker/dealers deliver the tools and resources their advisors are asking for?

From cybersecurity to system integration, here I'll discuss some of the prominent trends that will continue to play a significant role for financial advisors in the years ahead—with a focus on how we meet (and exceed!) expectations here at Commonwealth.

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Topics: Technology

Is It Time to Upgrade Your Technology?

Posted by Mike Feola

October 3, 2017 at 10:00 AM

How do you know when the time is "right" to upgrade your technology? After all, things change so rapidly that today's innovation is sometimes obsolete within a year (or less!). But here is one thing that I believe remains true: new technology can help you add value to your clients, your practice, and your life.

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Topics: Technology

Why Usability Matters

Posted by Lori Yaverbaum

June 13, 2017 at 10:00 AM

My husband is a commercial airline pilot, and it’s easy for him to talk with almost anyone about his job. After all, who doesn’t have a good travel story to share? It’s not quite the same when I tell people that, as the vice president of user experience at Commonwealth, part of my job is to ensure that our products and services are “usable.” They don’t seem all that interested in hearing why usability matters. But it does matter, quite a lot! So, let’s take a look at what usability is, why it's important (using some real-world examples), and some of the ways we improve usability here at Commonwealth.

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Topics: Technology

A Brighter Outlook: Tips for E-Mail and Calendar Management

Posted by Mike Bistis

February 22, 2017 at 1:30 PM

As a senior technology consultant at Commonwealth, I belong to more than 30 e-mail distribution groups. If I add up all the notifications, team correspondence, company correspondence, and direct correspondence I receive, I’m sorting up to 200 e-mails a day! Does this e-mail overload sound familiar?

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Topics: Technology

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