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.

Vladimir Baranov

Vladimir Baranov is a Founder and Chief Technology Officer (CTO) of AdvisorEngine. He oversees the company’s software development and technological operations. He has nearly 15 years of experience designing and building successful technology solutions.

Blog Feature

Financial Advisors  |  Wealth Management

Remaining relevant as a wealth management professional even when you feel overwhelmed

It’s no surprise that the most successful financial planners are lifelong learners. But given the rapid pace of change in the industry – and the sheer amount of content out there – keeping up can feel overwhelming at times.  I’ve found plenty of suggestions out there about what to read (for example: check here, or here or here) …but I haven’t read anything written recently about how to learn – especially when you feel intimidated or behind-the-curve. Here are my suggestions on how to conquer learning anxiety.

Read More