for expert insights on the most pressing topics financial professionals are facing today.
Learn MoreFollow these ten easy steps to get the most out of your technology.
Commit to doing what it takes to give the technology the chance to live up to your expectations. It can hold up its end of the deal only if you hold up yours. You’ve got to put the time and effort into learning how best to unleash its powers.
Request an implementation guide from your technology provider for ideas about where to start, the steps to follow, and the milestones to hit.
You won’t learn through osmosis. Carve out the time needed to make things happen.
Make yourself accountable to someone for the change you desire.
Talk to those who have already implemented the technology in their practice. Find out not only what they have done, but what they wish they had done.
Your technology provider probably offers training and support material in a variety of formats. Take an inventory of everything offered and choose the format that best matches your learning style.
Many providers not only offer online support materials, but also maintain a live support center. You may be surprised by the online resources or find the world’s best customer service representative.
Search for online user groups or social media sites that could provide helpful implementation hints.
Perform periodic self-checks to monitor your progress towards the goals set in your implementation plan.
Make note of when and how the technology has improved your efficiency. Knowing that your new technology has cut meeting prep time from two hours to ten minutes can be both exhilarating and motivating.
