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 the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.