(Aug. 21, 2000) Terry Brock is an internationally recognized speaker, consultant, audio tape producer, and also a columnist for the American City Business Journals where he writes the weekly columns "CyberSense" and "Terry's Technology Tools" about technology, marketing and the Internet. Mr. Brock is also president of Achievement Systems, Inc., and has conducted seminars for organizations such as Marriott Corporation, Sprint, Inc. Magazine, the Federal Reserve Bank and many others.

	Introduction
In this edition our featured topic is Technology Tools for the Financial Planner. And our guest today is Terry Brock, president of Achievement Systems, Inc. and columnist for the American City Business Journals.

	Question 1
What's the current trend you’re seeing among financial planning professionals to implement technology (software or Internet) into planning practices?

	Question 2
If you had to compare the financial planner to some other people in the banking or finance industry, what part of the curve would you say that they’re on as far as embracing the new technology?

	Question 3
What one single technology application do you recommend for financial planners to gain competitive advantage over other planners?

	Question 4
What one single technology application do you recommend for financial planners to advertise -- both online and real world?

	Question 5
To research or conduct particular searches?

	Question 6
What fundamental changes do you notice currently that are altering the basic ways that consumers buy financial products?

	Question 7
We’ve all heard rumors about Microsoft and other major hi-tech players moving into the financial planning market. Can you shed light on any such plans that could directly impact planning professionals?

	Question 8
Is the formation of creative partnerships a recent trend that you’ve noticed among successful planners?

	Question 9
For the professional just beginning to prepare for technological market changes, what’s the first step that you advise taking in order to maintain client relationships?

	Question 10
What’s an example of a successful e-commerce company in the financial planning industry and what are they doing right?

	Question 11
Could you offer some insight as to what customers want and detest about financial planning Web sites?

	Question 12
Is there any technology that you recommend avoiding?

	Question 13
How do you see technology and the Internet changing the business of financial planning as we know it today?

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