Chapter 6

How the World Wide Web Impacts the Financial Advisor

Bart Wisniowski

Co-Founder and Director,

Jason Lindstrom

Managing Partner,

Few people today would argue that the Internet has not had a tremendous impact on the way that they conduct their lives. Have you been online today? It would be difficult to imagine that as a financial advisor you haven’t at some point today searched, researched, compared, shopped, communicated, or validated something by using the web.

For most consumers, the Internet has become their go-to resource for problem solving and decision making. For advisors, the Internet has drastically changed how your clients and prospects interact with you compared to just a few years ago. ...

Get Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours now with O’Reilly online learning.

O’Reilly members experience live online training, plus books, videos, and digital content from 200+ publishers.