12 tips for integrating automation

When integrating automation into your firm, keep it simple.

That’s the advice a panel of experts offered at the TD Ameritrade Institutional conference in San Diego, reports FinancialPlanning.com.

It also outlined the 12 additional tips the experts suggested, which included:

• Figure out the ins and outs of your office’s basic, repeated workflows before designing systems to perform them.

• Streamline tasks efficiently by determining which employees are doing what. For example, an advisor shouldn’t be completing menial, simple tasks when they can be automated or handed off to junior staffers.

Read on to discover the other 10 tips.

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