Jun 10, 2022
Today is our monthly update with Chief Operating Officer at FIG, Arron Price. Financial professionals (and business owners) are looking to technology more and more to save time, and stress, and to improve efficiency within their businesses.
On the other hand, the various platforms and programs offered in the market can overwhelm professionals. It’s a balancing act, finding the right programs for the problems you are facing without investing too much in one platform. The goal for many of us is to have a seamless advisor and client experience, technology will be necessary to get there. Join us as we take a deep dive into technological solutions, consistency, outcomes, and experiments within our industry.
Listen for these key points:
2:49 – Looking for tech solutions
6:02 – Balancing these programs
8:28 – Experimenting with programs
10:39 – All in one platform and program acquisitions
12:59 – FIG’s user experience and what we’re working on
17:23 – Consistency in our marketing strategy
20:17 – Improving our client's database systems
22:28 – Surviving in today’s market
24:36 – People are starting to pay attention
26:21 – Have a defined outcome goal
28:47 – Example of our future goals