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Summary: There was a time in the not-so-distant past when the only skill you needed to succeed in financial services was how to sell. The business of selling investments was almost entirely transactional, and all a financial advisor needed to do was shake the bushes for prospects and close them on a product sale. It was not easy by any means, and only the most tenacious advisors survived.
Added on October 2023 in Form an RIA
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Summary: Financial advisors today have access to many technology tools, including a growing number of artificial intelligence applications. However, effectively integrating these tools can be challenging. This article examines three key use cases where AI can benefit financial advisors: practice management, client engagement and prospecting.
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Summary: That’s the message Bruce Ensrud, wealth advisor and founding partner of Parable Wealth, wants to convey to advisors attending the Advisor Insights Lab.
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Summary: You might be chatting on the commuter train with a friend, talking with someone over drinks or have been introduced to a person who said: “I already have an advisor.”
Added on October 2023 in Form an RIA
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Summary: Most financial advisors base investment decisions on home office models, with new data showing that the profession continues to move more toward planning and customer service.
