Top 10 Tech Tips for Wealth Managers Today – The Preeminent Financial Advisor Podcast – Episode 22 In recent weeks, we’ve provided a wealthy of insights on affluent clients’ opinions about technology’s role in their financial lives—what they want (and don’t want) from their advisors in areas such as tech-enabled outreach and communication, information and education on your website, social media outlets, financial planning tech, and emerging tools such as AI. Taken together, those findings point to 10 key tech strategies that you should seriously consider implementing in your practice. Key Takeaways: - Create digital content that resonates with clients. - Be strategic about your social media positioning. - Use technology to personalize your financial planning efforts.