Financial Techtelligence : The Financial Advisor's Guide to Harnessing the Power of Innovation and Technology to Create Wealth

Financial Techtelligence: The Financial Advisor′s Guide to Harnessing the Power of Innovation and Technology to Create Wealth (Wiley Finance)

Financial Techtelligence : The Financial Advisor's Guide to Harnessing the Power of Innovation and Technology to Create Wealth

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Financial Techtelligence: The Financial Advisor′s Guide to Harnessing the Power of Innovation and Technology to Create Wealth (Wiley Finance)

Overall Rating: 1.5 / 5 (average from multiple review sources, as of 24 Jan 2026)
Based on a total of 32,786 customer reviews from independent review platforms.

Sources & Transparency:
The values are derived from publicly available retailer ratings from platforms such as Feefo, http://Reviews.io , Trustpilot, and others, and are aggregated monthly.

All brand names and logos are the property of their respective owners.

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Financial Techtelligence : The Financial Advisor's Guide to Harnessing the Power of Innovation and Technology to Create Wealth

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Raise the bar for meaningful customer connections, time efficiency, and exceptional performance accuracy with effective use of technology Financial Techtelligence is the financial advisor's guide to practice enhancement through the strategic use of technology.With over 20 years of experience as a financial consultant to private investors, author Bryan Mills has steered his expertise toward helping other financial professionals develop a general understanding of how technology will create a more personal experience with useful time-saving and practice-improving strategies.In this book, he demonstrates how technology can help your practice thrive and offers a clear blueprint for effective implementation.You'll delve into the four benchmarks of a successful technology strategy Audience, Budget, Due Diligence, and Expectations and learn how to appropriately define each step to best suit your specific practice.Technology continues to help stockbrokers, financial advisors, insurance agents,
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