I just returned from attending and presenting at the Technology Tools for Today conference in San Diego. The conference is one of the best in the profession for helping advisors like me keep abreast of the dynamic world of technology.
One of the best features of the conference is the ability to talk directly to the decision makers of software companies I rely on. This makes it easy to give them suggestions on software improvements and bounce between two of them to resolve interface issues.
I won’t bore you with a complete write-up of the conference, but Russell Dunkin has a great one on his blog if you want to check it out.