Clients want to see bodies, too. The next step this year is providing real-time access of client portfolios on the Web. This year, the percentage will likely increase. Other purchases this year will include a third server and a Dell laptop, new software programs and computer training, more versions of Centerpiece and ProTracker for the firm's database, an e-mail program called Mail Loop, a T1 line, and a new Web site. Next year, Legend Financial plans to post tax projections, performance reports, and balance sheet financial statements on the Web.
Clients are interested in accessing our information.
They just don't know how. Stanasolovich says his firm spends the bulk of its time figuring out how to combine its computers and internal systems so they work more efficiently. When we look around at other businesses and other financial advisors' businesses, they are tremendously inefficient because they don't understand how to use the technology. And that's where we are trying to one-up everybody. We bought three new flat screens with 15-inch monitors that run two video outputs for clients so they can interact while the planner is working on the program.