From InvestmentNews
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Summary: Think about the technology your firm currently uses. Does it satisfy your client reporting needs? Is client reporting an easy task, or is it frustrating, taking up more time and resources than it is worth?
From WealthManagement.com
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Summary: Not too long ago, I was on the phone with a prospect of mine who owns a financial advisory and wealth management firm in the southern part of the United States. He actually became a lead thanks to my own content marketing efforts – he read an article I wrote in a well-known online publication targeting financial advisors and, a short time later, he scheduled a strat call via a Calendly link in the upper-right hand corner of the homepage of our site.
From ThinkAdvisor
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Summary:For advisory firms who want to keep growing and not plateau, I have three easy-to-remember steps for how to reset expectations and think about growth in a fresh way.
From Financial Advisor
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Summary: The torch is being passed from boomers to the Gen Xers as leadership of registered advisory firms trends younger, according to a report by FA Insight.
From InvestmentNews
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Summary: Financial advice requires boatloads of paperwork, but two little known fintech firms have been working for 20 years to make it easier. They likely are the most widely used adviser technology firms in the market — even if most advisers don't even know their names.
