Technology for the Independent Planner that Banks and Brokerages Can’t Compete Against

Everyone claims to have technology and they do.  They claim their technology is superior…and I suppose it is better for some.  But the truth is technology for the sake of technology is worthless. 

Technology should:

1. Make you more money
2. Save you time
3. Provide the information that helps clients make better and quicker decisions

Making Technology Tell a Story

This technology is specifically designed for the independent planner.  This software generates a very elegant solution to the financial planning process using just the right amount of technology…not too much and not too little.  Nothing wasted.  Everything for a reason. 

 

Our Technology is Invisible

It is so quick and easy to use you, as the advisor, barely know its there.  It is so fully integrated with your selling process that the client doesn’t know it is there. 

Relationships sell, technology does not.  At 300 Financial, we use technology to build relationships, not to impress clients with our IT department.  There in lies our advantage over the banks and wirehouses who spend more time developing, spotlighting and pushing their technology and no time creating technology that moves the selling process forward. 

The 300 Technology solution eliminates your competition and makes it clear that clients should work with you all in an easy format for both you and your client.  

 

Join us for a walk through demonstrating the integrated technology and client acquisition!