Monday Morning Mojo

Instead of viewing technology as man vs. machine, what if we saw it as man and machine?   In the financial industry, the value of genuine human interaction is irreplaceable. There is great value in genuine communication and established relationships – a simple reality unlikely to change. Yet, if we can successfully blend technology into our work, we have the opportunity to build even stronger connections with our clients and make our practice even more efficient.   This Monday morning, Phil reviews the highlights of Envestnet’s industry conference, and discusses the benefits technology can provide to advisors as well as their clients. Together, man and machine have the opportunity to strengthen and advance the financial industry.     Resources: Envestnet: http://www.envestnet.com/ Envestnet on Twitter: https://twitter.com/ENVIntel Envestnet on LinkedIn: https://www.linkedin.com/company/envestnet-inc Jud Bergman, Chairman & CEO, Envestnet: http://www.envestnet.com/content/team/judson-bergman Bill Crager, P