6 Important Questions to Ask Your Tech Vendor
Your clients trust you with their private financial data, and you probably feel a responsibility to protect that data. But… Read More
Practice Management
Whether it’s marketing, sales, compliance, office analytics, or any other part of the business, independent advisors and home offices alike have a lot to manage. Learning to seamlessly fit each of these pieces together can yield far higher efficiency, productivity, and scale.
Turn Your Data Into Decisions: Analytics Lessons from an NBA Team
Allow me to briefly take you back in time. The year is 2013. After another middling season, the Philadelphia 76ers… Read More
Do You Have What HNW Clients Look For?
High-net-worth (HNW) clients don’t just fall into your lap. Although, how great would that be? HNW households in the U.S. Read More
5 Ways to Use LinkedIn for More Personal Client Introductions
If you’ve attended any industry conferences recently, you’ve likely heard that financial professionals need to embrace social media. Doing this… Read More
3 Tips for Handling Negative Comments on Social Media
Social media has fundamentally changed how consumers interact with companies. It’s made it easy for customers to learn about your… Read More
The Art of the #Hashtag
What was once simply known as the pound symbol, hashtags have evolved quickly in the age of social media. Although… Read More
Simonet Financial Group Uses eMoney to Increase Value and Revenues (Case Study)
Simonet Financial Group provides comprehensive plans to clients to help them reach their financial goals. As principal advisor at the… Read More
5 Quick Tips for Elevating Your Client Experience
Saturday night in the city and need a ride? Uber. Weekend getaway and need a place to stay? Airbnb. Long… Read More
Bell Bank Improves Planning Efficiency with eMoney (Case Study)
For over 50 years, Bell Bank Wealth Management has relied on financial planning to drive their client relationships, and therefore,… Read More
Is the DOL Fiduciary Rule the End of Solicitor Arrangements? – Part 2
In my last blog, I discussed why the solicitor structure has grown in popularity and why it will continue in… Read More
eBook: The New Advisor Value Proposition
Download our latest eBook and learn how top advisors are combining Fintech and FinPsych for superior client outcomes.
Download Now