Document management may not be the most exciting subject, but its impact on your advisory firm can be profound. To help you make the right choice for your firm, Mark Nahlovsky of ActiFi and I have created an overview of today’s document management market.
In our last post, we started a countdown of the top posts of 2016 – and I suggested enjoying them over some cocoa. What the heck… today, let’s break out […]
We know that many of you take time during the holidays to catch up on reading that you may have missed during the year. This week and next, we’ll be highlighting the top 10 posts from 2016 (countdown style).
You’ve heard me say before that robos are good for advisors. The advice pie has become bigger and the players either have new or bigger slices. It’s been sunbeams and rainbows all around – until now.
There’s technology available to help your clients through whichever budgeting phase they happen to be in. Some may put you front and center; others may have you playing a consultative role (and showing off some cool tech). But advisors should understand all the different models, even if you don’t have an active role in the implementation.
The times (and your clients) they are a-changing. So come gather around, advisors, wherever you roam. It’s time to rethink your business model so you can survive and thrive. (And apologies to Bob Dylan.)
Our “Workflow Your Way to the DOL Deadline” webinar was a hit (and so were the 4 free workflows). Some of you have asked me additional questions since then, and I wanted to answer them here.
Advisors are really good at giving advice. But when you do it for a living, it can sometimes be a challenge to take advice from others. Is that mindset keeping you from growing?
Here’s the good news: core investor values and attitudes have not changed. But investor behaviors have started to shift pretty dramatically. How can advisors prepare for the rapidly evolving investor?
When it comes to complying with the DOL Rule, it’s time for a little less talk and a lot more action. We’re here to help – we’ve got 4 DOL-related workflows with easy-to-follow diagrams to help you navigate these uncharted waters.