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Outsourcing can increase firms' scale and efficiency

Added on August 2022 in Manage Your Practice
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Summary: Advisers today have many tools to help them increase their efficiency, and technology, in particular, allows for unparalleled opportunities to be productive. When advisers are able to accomplish more without adding additional staff, they see better business metrics and greater profitability.

Top 5 fintech solutions firms are adopting this year

Added on June 2022 in Manage Your Practice
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Summary: While financial advice firms traditionally have been slow to adopt new technology, pandemic restrictions provided a new impetus for employing various fintech solutions. The 2022 InvestmentNews Adviser Technology Study provides insight into what independent advisory firms are doing in this year. Click through to see the financial technology solutions that are gaining the most traction, based on the portions of firms that said they planned to add the solution in 2022.

 

Pivoting to High-Net-Worth Clients Is No Easy Task

Added on December 2021 in Manage Your Practice
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Summary: Lots of advisors want to reposition their firm to work with high-net-worth clients or even start a new one aimed at households with deeper pockets, but that’s often easier said than done.

3 Strategies for Work-Life Balance in the "New Normal"

Added on June 2020 in Manage Your Practice
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Summary: How can advisors prioritize a work-life balance when things feel out of balance? These tips may help you take care of yourself so you can continue to take care of your clients, business, and staff.

 

My Client's Son is a Deadbeat

Added on May 2020 in Manage Your Practice
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Summary: Have people gone crazy? A client called me this week from the hospital. She is 76 years old, was in reasonably good shape but was pushed down in a stairwell because she was not wearing a mask bringing groceries to a neighbor.

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