January 2013
Intermediate to advanced
227 pages
7h 19m
English
For many advisors, the foundational principal for evaluating any technology is what return on investment (ROI) they will receive by purchasing a new system, adopting an outsourced platform, streamlining a workflow, or incorporating any new business enhancing device or tool.
However, the ability to actually quantify, specifically, what those returns are in terms of real-time savings, lower hard dollar costs, increased capacity, improved service levels, and scalability has been somewhat of a squishy process.
In fact, many advisors express frustration at what was promised to them by smooth talking vendors versus what ...