Financial Planning Blog

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Ashley Riegert

Ashley collaborates with enterprise technologists, data scientists, designers, futurists, business builders and former financial advisors to help shape the future of financial advice.

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Digital Tools  |  Financial Advisors  |  Junxure CRM  |  Technology  |  Wealth Management

How Financial Advisors Can Seamlessly Integrate Email Into Their CRM

Think about it for a minute, how much does your business rely on email communication?  Email has become such an important method for business communication. It’s accessible, fast, cheap and private - plus, it can be easily replicated and stored.  I’ve actually had an email account since I was in the second grade. That’s the norm these days, elementary-aged kids are using email to communicate with teachers and collaborate with friends on class projects.   According to statistics more than half of the global population now uses email - 3.9 billion people have active email accounts. In comparison, there are 3.5 billion social media users worldwide.  Since building strong relationships is a core element of providing financial advice, a financial advisor Client Relationship Management (CRM) system should support email functionality.  It’s no wonder that financial advisors are thrilled with Junxure’s latest integration with Office 365. 

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AdvisorEngine  |  Financial Advisors  |  Integrations  |  Junxure CRM  |  Technology  |  Wealth Management

How Financial Advisors Can Text Clients While Remaining Compliant

I’m a millennial. So it should come as no surprise that I like texting.  But it’s not just millennials who prefer texting as their go-to form of communication. Did you know that 89% of all consumers prefer to use messaging to communicate with businesses? Texts have a 98% open rate and 90% of these are read within 3 minutes of receipt. These numbers are astonishing. It’s no wonder that financial advisors are thrilled with Junxure’s latest integration with MyRepChat. MyRepChat reports this new integration allows advisors to communicate with clients via text while fulfilling important compliance requirements. 

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Digital Advice  |  Digital Tools  |  Financial Advisors  |  Wealth Management

Top 5 Reasons Why You Should Digitize Your Financial Advisory Firm

A recent visit to the doctor's office made me think about the importance of technology in creating great client experiences. From my appointment confirmation to meeting with several doctors, it was almost seamless. It should be no different in wealth management. Financial advisory firms need to embrace technology in order to deliver a great client experience. Here are my top five reasons why your firm should digitize:

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Advisor Marketing  |  Financial Advisors  |  Wealth Management

Digital Marketing For Financial Advisors: Why It Matters

Here’s a secret - most financial advisors do not use digital marketing effectively. They say things like: 

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