There’s a tendency to want to be first. First to the finish line. At the head of the class. The place where members turn immediately when they start shopping for financial services. But it may not be the best idea to be first in line for a new product or system offered by a vendor that has just entered the marketplace.

“It’s easy to get caught up in the ‘Wow’ and the ‘What are the possibilities?’” says Scott Hodgins, senior director with CUES Supplier member Cornerstone Advisors, Scottsdale, Ariz., a