As financial advisors, we should always look for opportunities when engaging our clients to make the best use of technology in the world of finance and be willing to make changes. Try to focus on the long-term strategy when getting out of your comfort zone by continually exploring new technology that can propel your clients forward.

What do you think? Are there ways your company is using an old method that you and you're clients have been too comfortable? Share your comments below.
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Matt Reiner is an author, CEO and co-founder of financial technology firm Benjamin, and a Managing Partner at Capital Investment Advisors in Sandy Springs, Georgia. He hosts the Bridging the Gap podcast and Roundtables.

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