Home In Depth Special Reports The technology tsunami: How to ride the tide

The technology tsunami: How to ride the tide

A massive wave of technological change is redefining the way financial advisors do business. George Hartman, CEO of Market Logics Inc., tells you what you need to know to excel in this rapidly changing environment. Image copyright: doppelganger4/123RF.

January 1, 2018

New technology will change advisors’ business model

George Hartman talks about the ways new technology will change financial advisors' business model profoundly

  • January 1, 2018 January 19, 2018
  • 12:02

How new technology will change referrals, prospecting and conversion

George Hartman explains how the coming shift in technology will affect the way advisors attract prospects and onboard new clients

  • October 18, 2017 January 18, 2018
  • 11:50

Advisors must embrace changing technology

George Hartman explains how technology will transform every part of a financial advisor’s business, and urges advisors to upgrade technical knowledge now to ensure continuing success

  • October 11, 2017 January 18, 2018
  • 14:00