Change you can manage: Overcoming resistance to tech
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| | | Sponsor Content From: Cetera | | |
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| | | | | | | | Change you can manage: Overcoming resistance to tech | | | | Hello Voornaam, | | | | A recent study found that 55% of financial deliverables are printed materials.1 | | | | With an ever-expanding landscape of digital tools available, why are financial professionals still using so much paper? Why choose to print when it hurts the environment, creates inefficiency, and stalls your business growth? For many financial professionals, the answer is simple: clients aren’t ready to make the switch. In our newest white paper, we offer change management techniques to help you get stubborn resisters to adopt digital processes—and that you can use with clients and team members in the future to get them on board with new initiatives. | | | | 1U.S. Advisor Metrics 2017: The Next Generation of Planning. (2018). Boston, MA: Cerulli Associates. 16 | | |
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