Coders: The Business Partners You Didn’t Know You Had
The developers working behind the scenes on advisor technology represent the glorious underbelly of fintech you’ll likely never see, but depend on every day.
Talking to Your Clients About Performance
Too often when talking about performance, clients receive their information upside down, and it never gets flipped so they can see it correctly.
How to Use Tech Tools to Understand Your Clients, Grow Your Firm
For advisors, growth in 2016 means using analytics and tracking tools to build a solid strategy based not on feelings but on fact.
Grow Your Business With Social Media
In my years of experience working with investment advisors, the No. 1 way new clients are acquired has consistently been through referrals.
Boomers are fully caught up in the Web
A significant behavioral shift has occurred among Internet users between 40 and 60 years old. More than 75 percent of Americans in this generation go...
Keeping pace with office technology
The technology industry is remarkably adept at continually churning out new hardware and software, leaving you faced with important questions. Does your firm need the...
Aggregation technology paints panoramic financial picture
How often do today's clients park all of their assets at one investment firm? Not often. Alternative investments, abandoned 401(k)'s and online trading accounts are...
Walk -- don't run -- to the latest technology offering
"How will buying a copy of this computer program help me spend more time with my clients?" While countless reviews of new technology are published every...
Beyond birthdays: know your CRM priorities
Provide your clients with more meaningful communication -- Affluent boomers seek out friendly, honest relationships with their financial professionals and consequently share a large amount...