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Mastering workflows at a financial advisory firm? Attend my upcoming session at >drive2020 to get insight on best practices

By: Billy Rueckert September 21st, 2020

Winning a new client is a great feeling for any investment advisor. What helps to maintain that positive momentum is having the digital tools for easy onboarding, engaging in effective client communication, and developing consistent servicing strategies tailored to the client’s goals.

The cost of Client Relationship Management (CRM) software for financial advisors

By: Kathy Crowley July 29th, 2020

zAs a financial advisor, you take pride in how you’ve cultivated deep relationships with your clients. But in a new reality where it is difficult to meet in person, you’re naturally concerned about how to maintain those connections. The right Client Relationship Management (CRM) technology system can not only help you stay connected to clients during this global pandemic, it can strengthen your ability to personalize your client service and help you win new business. Streamlining workflows makes it simpler to stay in touch with clients, while automating tasks frees advisors to concentrate on the conversations that clients value most. A CRM aids the advisor at every step, from discovering prospects to supporting existing clients and improving contact management. But how much does CRM technology cost? What are some factors to consider beyond the cost?

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AdvisorEngine | Digital Advice | Leadership in Wealth Management | T32020 | Wealth Management Technology

5 ways to foster a culture of innovation within your financial advisory firm

By: Jason Kissinger March 5th, 2020

Two weeks ago, I had the pleasure of attending Joel Bruckenstein’s annual T3 Advisor Conference in San Diego. T3 offers a place where independent and hybrid financial advisors can test drive the latest and greatest in the FinTech world. One major takeaway for advisors this year was acceleration - the industry is changing, but in order for the industry to change, the technology has to change to support that.

How financial advisors can modernize delivering financial advice

By: Kathy Crowley February 28th, 2020

Wealth management is an ever-changing environment. Evolving technologies are rapidly changing the ways investors access investment products and receive financial advice. This paradigm is challenging the business models of long-established advisory firms and providing opportunities for competitors. New experiences and technology are changing industries across the board.

How RIAs use technology to grow and scale

By: David Coyle January 31st, 2020

I’m fortunate to work with highly motivated and passionate independent advisors and their teams. When I’m meeting with them, I get the opportunity to hear about the firm-level strategic goals they’re focused on. Unsurprisingly, many of these strategic goals are only possible through technology. Modern technology is creating new ways for RIAs to drive growth, achieve efficiency, ensure client-centricity, build trust and enable compliance. Here are five things to consider when adopting new technology and how it could benefit your firm:

10 questions to ask before choosing a custodial relationship

By: David Coyle January 21st, 2020

Choosing a custodian relationship is one of, if not THE single most important decision any new registered investment advisor must make. It should not be taken lightly. There are many custodians in the marketplace - not all will be the right fit for your business. To explore the process of choosing the best custodial relationship, I had the opportunity to catch up with industry experts and thought leaders Joel Bruckenstein and Craig Iskowitz to have them weigh in on the top questions they believe breakaways or new RIAs should consider asking potential custodians.