Operational Technology Tips For Advisors

Operational Technology Tips For Advisors
Brian Edelman
04/29/11 4 PM EST
4.8
Average Attendee Rating
Poor Average Excellent

Technology is reshaping the financial advice industry so fast that it’s hard to keep up. This webinar provides ideas about practical solutions advisors can implement to increase operational efficiency using the latest technology.

  • Disaster recovery for advisors
  • Tracking client money movements in your CRM
  • Cloud-managed malware and anti-virus service

Speaker Brian Edelman, CEO of Financial Computer Services (FCS), has installed and maintained internal networks and practice management applications at hundreds of advisory firms. Founded in 1994, FCS employs seven full-time advisor technology consultants. Prior to founding FCS, Edelman was a financial advisor and chief technology officer at Planned Financial Concepts (PFC).

 


User reviews

41 reviews

 
(7)
 
(16)
 
(14)
 
(3)
 
(1)
Rating 
 
 
4.8  (41)
Already have an account? or Create an account
View all reviews View most helpful
(Updated: April 28, 2011)
Rating 
 
 
5.0

Great for a non techno geek. Proves that I have much to learn. Andy was great. Really "on his game".

Was this review helpful to you? 
(Updated: April 28, 2011)
Rating 
 
 
5.0

This gave me an insight into some great tools that I didn't know were available. Helped me decide to switch to a cloud based CRM even though I've been loyal to a local one for many years.

Was this review helpful to you? 
(Updated: April 28, 2011)
Rating 
 
 
4.0

Eye-opening material on disaster recovery planning. With respect to the opening question, I am sure that many firms have a written plan in place, but have never tested it.

Was this review helpful to you? 
(Updated: April 28, 2011)
Rating 
 
 
4.0

very informative - just a little slow going

Was this review helpful to you? 
(Updated: April 28, 2011)
Rating 
 
 
3.0

Very choppy moderation at the begining. Smooth out the flow.
If you are going to bring up the third party names, then add a visual, for example show the Branding for Mozy Pro or Carbonite. Slides were very flat / plain. Add some color and images to keep us with you on a Friday afternoon.

Was this review helpful to you? 
View all user reviews