Review of Technology Forum Meeting

We had a great turnout for the Technology Forum in June. Thank you to all of those who made it out to the meeting and a big thanks to Daniela Urs for allowing us to use Barnes Investment Advisory's conference room. It is great to learn from one another about the different systems and processes each of us use in the business. It's amazing how there is not one right way. People have different pieces to create their own puzzle. This was an opportunity to open up each other's world by sharing ideas and applications that others had never heard of before. The exposure is greater when more people contribute based upon their experiences. By discussing a particular program being used, it gives the listener an idea of that application without having to use it. There is some trust and validation within the Young Financiers that I think people take one another seriously and have a great deal of respect for others' comments.

One thing the group agreed upon is that there is not a silver bullet in the industry of technology for financial planning. It is almost a best-of-breed combination, but even the applications in that breed are not unanimous. The idea is to stay open to learning new technology and seeing if it is a fit in your practice. Things are constantly evolving in this world. If you stay the same, you will become less competitive because everyone else is adapting to those changes.