The AdvisorEngine Blog

Brad Hales

As a Business Development Manager at AdvisorEngine, Brad delivers technology solutions with a client-centric approach. His goal is to help financial advisors gain a competitive advantage to deepen client relationships and efficiently scale their practice. Brad has been a part of the financial services industry for over 13 years. He proudly served in the U.S. Marine Corps, where he flew Presidents Bill Clinton and George W. Bush as a Marine One crew chief.

Advisor Marketing | Financial Advisors | Financial Planners | Marketing Strategies | Wealth Management

How financial advisors can connect on LinkedIn

By: Brad Hales March 9th, 2021

When it comes to growing your advisory practice, you never know the source of your next meaningful connection. Networking and contacts that benefit your business can come from a variety of places.

Embracing small client accounts: Using a digital wealth management platform to serve a new market segment

By: Brad Hales August 22nd, 2019

“What’s dangerous is not to evolve.” Jeff Bezos

Are you ready scale your firm?

Sign up to have digital wealth management technology insights delivered straight to your inbox

Financial Planning Blog

Brad Hales

How financial advisors can connect on LinkedIn

Embracing small client accounts: Using a digital wealth management platform to serve a new market segment

Are you ready scale your firm?

Personal. Scientific. Beautiful.