Article: FIX IT OR FORGET IT: BEFORE BUYING, FIRMS TRY TO GET MOST out of tech; They ramp up training, find new ways to make CRM useful.(News)

Byline: Davis D. Janowski

IN AN ERA of cost cutting, advisers are taking a "make the most of what you have attitude to technology. Many have limited the purchase of new technology in favor of getting the most out of their current applications. This has in turn increased participation in training.

"We are seeing a huge uptick in requests for training and a lot more participation, said Rob Dearman, a senior vice president of advisory practice and platforms strategy for National Planning Holdings Inc., the broker-dealer network of Jackson National Life Insurance Co.

"People are actually showing up for broker-dealer-sponsored training at a rate I ...

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