“Independent” Doesn’t Mean You’re Alone
Posted January 27th, 2009 by Tim WelshWhen you go independent, a lot of advisors think this means giving up the support they’re used to. But soon they realize that they’re part of a larger community, one that’s often centered around the technology they’ve chosen to use.
I just returned from the Laserfiche Institute Conference, where nearly 1,000 customers, resellers and staff gathered together for three days of sessions and hands-on labs. This is my third conference, and again I was struck by the sense of community. People who had never met each other before took the time to share ideas for increasing efficiency and profitability. There’s a real sense of support, and I know that attendees learn so much from talking to other advisors who are – or were – in the same situation.
I sat in on several “Industry Solutions” classes, where Laserfiche customers presented their unique solutions. I was struck by the time and effort presenters spent developing their presentations and answering questions about their technology solutions. There were presentations about everything from integrating Laserfiche with Junxure to e-pen signature technology. It was informative, and I enjoyed the chance to meet a variety of users from RIA firms around the country and learn about how they’re using technology to simplify and streamline daily operations.
I encourage you to take the time to attend industry conferences. Not only will you learn valuable information, you’ll find that you’re part of a whole new community.
Two upcoming conferences that I highly recommend are:
Tech Tools for Tomorrow
Feb 26-28, 2009
Addison, TX
FPA Business Solutions
March 9-11, 2009
Chicago, IL
Tags: Advice on Going Independent, networking


