I know I am a newb to the business, but I know about technology and productivity. Now that I am bringing in clients I am quickly learning how archaic my office does business. My boss doesn't use any portfolio or planning software of any kind from what I can see. Secondly, we use a separate B/D and clearing house for our transactions which we do not have any marketing materials for either (I called this morning and they are sending me some). I decided to ask my secretary who has over 15 years as a Financial Rep assistant with major wirehouses and definitely knows her stuff. I am very lucky to have her. Anyways, she pretty much gave me a nice long laundry list of things that have to be updated and changed within the office. None of her concerns were frivolous. I am going to install parallels on my Imac here at work so I can run a windows based planning software. I am going to use Naviplan Select or maybe one that is a little downgraded since they will give me a 30 day trial. (Any suggestions for planning software would be greatly appreciated). I have a decent size client coming in or their second appointment on Friday morning for my recommendation and to transfer over the account and really don't have a way to show them my recommendations. I am pretty pissed, but I will make it happen.After I make some headway in this office, I am going to sit down with my boss and explain my concerns with the direction this office is going. He wants to retire in 4 years and have me take over. I know this is great opportunity, but things have to change within the next 6 months. I mean from our lack of technology to making my secretary the office manager to possibly switching to LPL or Raymond James or another B/D of that caliber. (Also, recommendations on B/D's would be greatly appreciated.)My boss is a little impressed with my ability to prospect and set appointments so I know I would do well wherever I would want to go. The thought of having my own firm is appealing and very much a reality. I just know that things have to change. Especially since he plans to bring in 2 more reps and expand the office. Sorry for the rant. At work trying to work and prospect and my prospecting time gets smaller and smaller because of the extra time it is taking to get me to the 21st century.