When the Department of Labor’s Fiduciary Rule rolled out in April 2016, many financial advisors began changing the way they do business. Some of the adjustments were minor. Others were more substantial. They all pointed, however, to a fundamental shift in the areas of financial and insurance advice.

But with a new political landscape at play after the 2016 U.S. presidential election, now even more changes may be looming on the horizon. As the industry begins to discuss the impact of the election — such as a potential reversal of the regulation — one key question remains. Where can advisors turn to determine how to properly communicate with their clients during this time of change?

Today’s productivity technology can help streamline an advisor’s practice — but not all customer relationship management (CRM) tools are created equal.