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Summary: Recent financial technology initiatives for wealth managers have focused on transparent and efficient delivery of information. While data aggregation and reporting were previously pain points, today they are essentials.
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Summary: Every week seems to bring another story of email theft. The attacks are relentless, striking corporations, government agencies and political groups.
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Summary: Do you really believe that you provide value for your clients? Let me ask again from a different, more important perspective. Do you really believe that your clients believe you provide value?
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Summary: For financial advisers, developing a serious and specific business succession plan is not easy. But what's more difficult is the challenge clients face if their adviser doesn't have one.
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Summary: Client meetings are one of the most important touchpoints we as financial advisors can have with our clients. A well-executed client meeting is an opportunity to build clients’ trust and confidence in us. And one of the best ways to ensure the meeting is well-executed is through preparation.
