Chapter 8

Client Portals and Collaboration

Bill Winterberg, CFP


When the first edition of this book was published 10 years ago, “collaboration” as a word likely inspired images of two or more people meeting together in a conference room, capturing discussions and ideas on notepads or whiteboards. Today, you can collaborate with clients, employees, and other professionals in a remarkably different fashion, facilitated in large part by technology.

Your ability to collaborate in new ways is driven by near-ubiquitous access to high-speed Internet connections. New personal and professional collaboration tools are continually introduced that take advantage of the always-on connectivity we enjoy today. These tools, when used purposefully, ...

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.