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Hi Voornaam,

My garage is full of power tools left by a friend who is traveling abroad. Sometimes I have grand visions of building something from scratch. But then I find that my knowledge is limited to small jobs. I don’t know how to use some of them, and the ones I have “mastered,” I’m probably only using at half their potential.

If you find yourself in a similar situation with your financial planning tech tools, I hope you’ll join me in a few weeks at Financial Planning’s INVEST. In addition to the robust tech event you're used to, we're adding a healthy dose of practice management to the agenda this year.

As we've seen in our coverage, advisors have a lot of tech but aren't always confident they're getting the most out of it. That’s why we’re bringing together tech and wealth management leaders to discuss how to maximize your tools, plan future tech investments and get back time for important things — like sitting down with your clients.

As a perk for being a Financial Planning member, take advantage of 50% discount for a limited-time only. Register now and use promo code MEMBER50. I can't wait to meet you in New York. I’ll be the guy with grand plans and both of his thumbs still. I know my limitations.