We found we could deliver a high level of client service and support from our kitchens, basements and home offices, without the impressive office. And we learned that the central value-add of our practice is the substantive, meaningful, holistic advice and guidance that we provide to clients. The industry has been blessed with a preponderance of technology solutions over the past decade, and every month seems to unveil more. Unfortunately, as small-business owners, sole proprietors, or otherwise busy planners and advisors, the adoption of these technologies has been spotty.