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.

Carly de Diego

Carly works with financial advisory firms to drive growth and execute at scale. As the first employee hired at AdvisorEngine, she possesses in-depth knowledge of all our products and services. Carly has over 15 years of experience in the financial services industry leading training, product development and client success teams. Prior to joining AdvisorEngine, Carly worked as a business analyst at TD Ameritrade and was part of the Managed Account Advisors team at Bank of America Merrill Lynch where she garnered years of valuable experience working with custodians, managed accounts, clearing, and middle and back office functions. Carly holds a degree in Business Administration from Truman State University in Kirksville, Missouri.

Blog Feature

Financial Advisors  |  Junxure  |  Technology  |  Wealth Management

Benefits of a Wealth Management Operations Manager Utilizing a CRM

How (and why) DHG Wealth Advisors shifted their focus from transactions to relationships. These days, wealth managers are always thinking about how to plan for and adapt to tomorrow’s realities and position for long-term growth. No matter how hard you plan and position, the work to achieve growth cannot be done without some help along the way. At the heart of most wealth management firms, an Operations Manager can be found working hard to establish efficiencies and consistency in service.

Read More

Blog Feature

Financial Advisors  |  Junxure CRM  |  Wealth Management

How Bowers Wealth Management Streamlines its Processes with a Wealth Management CRM

Based in Penryn, California west of the lofty Sierra range, Karsten Dornseif makes up half of the two-man fee-only RIA shop of Bowers Wealth Management, Inc. While the firm’s office is based over the mountains and state line in Reno, Nevada, Mr. Dornseif finds himself working virtually much of the time from his California home office amidst five and a half idyllic rural acres. In working online he takes full advantage of cloud-based version of Junxure CRM—the only version of the venerable brand he has known. “I use it for everything that isn’t a number,” he said, noting that it was an indispensable repository for all the firm’s client data.

Read More
AdvisorEngine

Get insights on digital wealth management technology delivered straight to your inbox

Sign up to receive weekly updates from our Learning Center