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- Title
Carpe Datum, Part II.
- Authors
McCarthy, Ed
- Abstract
This article suggests ways of helping average financial planners achieve an acceptable level of information technology (IT) integration. The suggestions include the development of information technology skills internally, the utilization of a software developer/consultant, and the formation of a group to hire a developer/consultant. It is noted that there is no single, inexpensive solution to planners' IT problems. But as other professionals continue moving into the financial planning and wealth management business, competition for clients will increase.
- Subjects
MARKETING of financial planning services; INFORMATION technology; MARKETING strategy; FINANCIAL planners; FINANCIAL planning; FINANCIAL management
- Publication
Journal of Financial Planning, 2000, Vol 13, Issue 3, p50
- ISSN
1040-3981
- Publication type
Article