Browsing articles in "Advisor Technology"

File This Under “Important”: Advisors Need Document Management

Jan 10, 2017

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.

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Readers’ Choice: The Most Popular Posts of 2016 (Part 2)

Dec 27, 2016

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 […]

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Readers’ Choice: The Most Popular Posts of 2016 (Part 1)

Dec 22, 2016

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).

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Virtual Advisors: The Robo Threat is Real

Dec 6, 2016

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.

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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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