Change You Can ManageChange You Can Manage
A recent study found that 55% of financial deliverables are printed materials.
December 9, 2019
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Sponsored by Cetera
Overcoming Resistance to Tech
Sponsored by Cetera Financial Group
Meanwhile, worldwide spending on technology has reached $3,360 billion in 2019.2
With myriad compelling reasons to invest in technology—and an ever-expanding landscape of digital tools available—why are financial professionals still using so much paper? Why choose to print when it hurts the environment, creates inefficiency, and stalls your business growth? For many financial professionals, the answer is simple: clients aren’t ready to make the switch.
In our newest white paper, we offer change management techniques to help you get stubborn resisters to adopt digital processes—or whatever large-scale change you’re looking to implement—including:
Fundamentals of change management
Communicating the need for change
Helping people gain confidence in their ability to make the switch
Reinforcing new, desired behavior
With tangible ideas for getting started today, you’ll be able to start moving your practice in the direction you choose.
Download Change You Can Manage: Overcoming Resistance to Tech[MS1]
1 U.S. Advisor Metrics 2017: The Next Generation of Planning. (2018). Boston, MA: Cerulli Associates. 16
2 Holst, A. (2019, May 20). Global technology market spending from 2014 to 2019 (in billion U.S. dollars). Statista. Retrieved from https://www.statista.com/statistics/886397/total-tech-spending-worldwide/
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