0 visitor like this article | Viewed 4337 times | 0 comment
Summary: Let's face it: robo-adviser technology is here to stay. As full-service financial advisers, we will have to ramp up our communication strategies and combine them with first-class services and distinctive products to ensure that we will not only survive, but also thrive, as automated platforms amass a greater market share in the coming years. And in no uncertain terms, it means beating the robots at their own game.
1 visitor like this article | Viewed 4299 times | 0 comment
Summary: When financial adviser Gordon Bernhardt hiked back up from the bottom of the Grand Canyon five years ago, he knew he had one of the best experiences of his life.
1 visitor like this article | Viewed 5055 times | 0 comment
Summary: If you are a financial advisor, you are in the relationship business. It’s all about earning trust and developing a connection with your clients that can last a lifetime. Technology has changed the landscape of how people meet and connect.
0 visitor like this article | Viewed 4667 times | 0 comment
Summary: Financial advisors are buzzing these days with long-needed discussions about fee structures and the way clients pay advisors for their services. But setting a fee structure is only half of the equation. The other half is the distribution of compensation throughout the firm, from support staff to ownership.
1 visitor like this article | Viewed 4519 times | 0 comment
Summary: Content marketing is defined as “any marketing that involves the creation and sharing of media and publishing content in order to acquire and retain customers.” For financial advisors, it can be a one of the most effective way to differentiate your firm and tell your story.
