Browsing articles in "Advisor Technology"

It’s Just a (Budgeting) Phase: Helping Clients with Expense Management

Nov 22, 2016

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.

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Back to the Future (Wealth Advisor): Where Will You Be in 5 Years?

Nov 17, 2016

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.)

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Making the DOL Rule Work(flow): Your Questions Answered

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.

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Advisors, Take My Advice: Take Some Advice [VIDEO]

Oct 27, 2016

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?

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Preparing for What’s Next with the Rapidly Evolving Investor

Oct 25, 2016

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?

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Workflow Your Way to the DOL Deadline

Oct 20, 2016

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.

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By Popular Demand: Why Consumers Will Change Advisors’ Product/Market Approaches

Technology is helping wealth and asset management firms make customization easier and cheaper by the day. Add to that changing consumer demands, and it’s a perfect storm – and the perfect opportunity to grow your business. That is, if you are willing to rethink your product and market approaches.

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The Drive to Digital: Make it a Road Well Traveled

Oct 11, 2016

Your clients want it. You might be resisting it. But if you don’t think smart technologies are going to differentiate you from your competition in the future, you haven’t been paying attention.

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Is Your Time Worth $1M? It Depends on How You’re Using it

If someone told you that you could potentially increase the value of your business by more than $1M per year over a 10-year period, would you want to hear more? And then would you groan if they said the “O” word (outsourcing)? How about if their claim was backed by hard data? That’s what I thought.

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A Tale of Two Advisors: Good Days vs. Bad Days [VIDEO]

Sep 22, 2016

It was the best of times (helping clients), it was the worst of times (doing administrative work). It’s those bad days – those “time suck” days, doing the stuff that has to be done – when you think to yourself: There has to be a better way. And there actually is.

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