Transitioning from RobustWealth? AdvisorEngine is here for you. Join a live demo >

Financial Planning Blog

AdvisorEngine Learning Center

Get insights, strategies and research from the AdvisorEngine team to create a better client experience for your clients and drive growth for your firm.

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.

Blog Feature

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

How financial advisors can connect on LinkedIn

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.   LinkedIn has become the gold standard when it comes to professional networking. With over 740 million members, LinkedIn connects people and professionals around the world. One of the benefits of creating a LinkedIn network is that every person has their unique network, forming an entire web of connections.  This web of connections is vital to the success of your financial advisory business. The LinkedIn community is 100% business-oriented; connecting and engaging on LinkedIn is essential in building your online presence and brand. Your profile serves as a more-detailed resume, building trust and allowing people to know who you are and what you do. Chances are, when someone is looking to hire a financial advisor, LinkedIn will be one of the first places they’ll visit online. You can find and connect with people within minutes. I’ve said this before, and I’ll say it again -- if you’re not utilizing LinkedIn, now is the time to get started. Here’s how. 

Read More

Blog Feature

AdvisorEngine  |  Financial Advisors  |  Wealth Management

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

“What’s dangerous is not to evolve.” Jeff Bezos Over the past few years, my perspective on serving smaller balance relationships has changed. Whereas I once saw them as cumbersome and expensive to serve, I now view them as a high potential growth area for wealth managers.  Over the last 20+ years, many advisors moved upmarket in large part by raising account minimums and pushing off smaller balance accounts.  I myself subscribed to this strategy - it was a smart, disciplined way to achieve profitable growth.  But the marketplace has changed. Now, by using smart segmentation and digital wealth technology, advisors can profitably cultivate smaller balance relationships.. 

Read More
AdvisorEngine

Are you ready scale your firm?

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