F2 Strategy’s Post

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"[Advisors] are not comfortable using the tool, and that creates a negative vibe around the whole process. And soon, you have people just complaining about it or ignoring it altogether.” Testing new technology with those most likely to use it is critical when implementing new tools. Managing director Scott Lamont says if firms listen to advisor feedback, they will become the champion for your new tech stack. Read the full article from Rachel Witkowski for Financial Planninghttps://lnkd.in/eAxApzZK 

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