Finding workflow solutions specific to your firm can be made easier once you define the actual business you are in and the client service experience you want to deliver. For example, directing a business focused primarily on managing the investments of 401(k) plans is relatively simple. The processes for procuring clients, taking deposits, reporting results, serving participants, and relating to the economic buyer are quite different from how you would serve a high-net-worth client and his family. Your optimal client and the business you want to build inform how you structure workflow, hire and reward staff, and deploy technology effectively.
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ThinkAdvisor's TechCenter is an educational resource designed to give you a competitive edge by keeping you abreast of new tech innovations and need-to-know information that can be applied to your business.
ThinkAdvisor and the College for Financial Planning have partnered to bring you a series of helpful educational tools that you can use to take your career to the next level.
Expand your client relationships utilizing these 5 best practices. Help them develop charitable giving strategies to optimize donations, expand giving and fulfill their philanthropic goals.
Millennials are the future of your practice; both as clients and employees. Understand how they think to capture them as clients, attract them as employees...
Hundreds of plan advisors are successfully gaining the attention of CFOs and securing appointments. Learn how with this short video.
Jun 29, 2017
Join this complimentary webcast to dive into the imperative demand benefits professionals, employers, and HR representatives must meet when it comes to customizing benefits packages,...
Jun 28, 2017
Clients want to discuss health care costs in retirement. We can help break down options and costs so your clients can better prepare.
Jun 20, 2017
Join this complimentary webcast to discover how the top three SMA Mangers of the Year beat their peers by consistently delivering alpha.