“Finding good financial planning software is only part of the equation,” says Peter J. Creedon, CFP, CEO and founder of Crystal Brook Advisors. “You need to understand how to use all of the tools available to you, including resources available online.”
Creedon says that there are a number of different programs and tools available, from software packages to subscription services, that cost anywhere from $75 a month to several hundred dollars a month. The key is understanding your clients’ needs and what the technology can accomplish for them. That’s where advisor e-learning tools can help.