It's a surprisingly quietly Saturday morning here on the show floor at the Technology Tools for Today Conference here in a chilly Dallas, Texas. Most of the financial advisors are upstairs in sessions sharing the lastest in technology best practices and learning about the lastest products from vendors such as us. It's been a very informative show and I really think there's nothing more valuable to an advisors practice than the opportunity to leverage experience and ideas from other leading edge advisors. Particularly the folks that trekked down to Dallas this week who appear to be among the best and the brightest towards adopting the latest in technology to improve the efficiency of their practice.
There's no doubt that the hot button on everyone's mind is CRM (client relationship management). There's a number of compelling products in the market now that suit a wide range of advisor needs, practice models and firm sizes, including our own recently announced ClientVision. While there have been contact management solutions for advisors for a while, advisors are really looking for strategies to optimize their business processes and how they manage clients data and portfolios. Historically CRM solutions have been designed for managing leads and converting them to sales, as opposed to something an advisor and his team could use to run the practice.
Joel Bruckenstein and David Drucker do a great job in putting on this show every year. I think it's about the 5th or 6th year. The interchange between advisors is great. They recently announced that next year's show would be in sunny San Diego and we at AdviceAmerica look forward to it.
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