It’s a given that in our tech-reliant 21st-century financial advisory firms, we need technology to work more efficiently and to provide the best service to our clients. Not only that, but clients these days expect financial advisors to provide some sort of technology so they can communicate, track accounts, and see their progress toward their goals. But with more technology choices than we know what to do with, how do you choose the right tools with the most bang for the buck? Learn from the example of top advisors. Here’s how they use technology to grow their firm and retain clients.