As with most great technology, much of what you get back depends on what you put in. Our data showed that when you take the time to fill out your advisor directory profile, for example, you will convert more targeted leads into clients than when you leave it empty. And when you make time to explore your data for insights, the explorer function comes into its own.
As the roadshow unfolded, it was clear this wave of partner tech is just the beginning – and new technological investments, such as fixed assets tax depreciation and pooling, are flowing through to partners in the run-up to tax season.
But for now, the biggest lesson is clear. Practice tools are changing – and they’re changing businesses. So make some time to make them work for you.