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How Los Angeles RIAs Stay Ahead of New Technology (SlideShare)

Date post: 14-Apr-2017
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How Los Angeles RIAs Stay Ahead of New Technology Courtesy of FPA Technology Services, Inc. http:// www.TechGuideforLAInvestmentAdvisors.com
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Page 1: How Los Angeles RIAs Stay Ahead of New Technology (SlideShare)

How Los Angeles RIAs Stay Ahead

of New Technology

Courtesy of FPA Technology Services, Inc.

http://www.TechGuideforLAInvestmentAdvisors.com

Page 2: How Los Angeles RIAs Stay Ahead of New Technology (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Here are the ways that they

stay ahead of new technology

without losing their focus

in the process

Page 3: How Los Angeles RIAs Stay Ahead of New Technology (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

• Unify Applications

Page 4: How Los Angeles RIAs Stay Ahead of New Technology (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

• Keeping an Open Mind

Page 5: How Los Angeles RIAs Stay Ahead of New Technology (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

• Stay Mobile

Page 6: How Los Angeles RIAs Stay Ahead of New Technology (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

The Bottom Line

Page 7: How Los Angeles RIAs Stay Ahead of New Technology (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Staying ahead of

new technology means

embracing new digital tools

and partnering with leading

technology providers

Page 8: How Los Angeles RIAs Stay Ahead of New Technology (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Even as Los Angeles RIAs

build their client base

and improve service,

Page 9: How Los Angeles RIAs Stay Ahead of New Technology (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

looking ahead has to be

a daily undertaking

Page 10: How Los Angeles RIAs Stay Ahead of New Technology (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

How does your company stay

on top of new technology?

Page 11: How Los Angeles RIAs Stay Ahead of New Technology (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Let us know your thoughts

in the Comments section below

Page 12: How Los Angeles RIAs Stay Ahead of New Technology (SlideShare)

Copyright © FPA Technology Services, Inc.

Learn How to Protect Your Firm’s Technology

With the Right IT Service Provider

Download Your Free Guide

Investing in High Net Worth Clients:

The LA Investment Advisor’s Guide to Using

Technology to Manage and Grow Your Firm

Now at http://www.TechGuideforLAInvestmentAdvisors.com


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