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AdvisorEngine  |  Digital Advice  |  Financial Advisors  |  Technology  |  Wealth Management

Financial Advisors and Digital Transformation: Lessons from a Florist

Saturdays are made for soccer. I’ve found myself looking forward to Saturdays all fall. It’s when I get to watch my seven year-old daughter take the pitch. It also doesn’t hurt that we have been fortunate with perfect, crisp, fall weather to go along with the play.  This past weekend, I had the pleasure of meeting a grandfather on the sidelines. He was in town visiting one of the other players. For the purpose of this article, I’ll call the grandfather “Sam.”  After exchanging pleasantries, Sam asked, “What do you do?” I gave him my brief headline and quickly responded, “What do you do, Sam?” It turns out Sam is a florist. I found my conversation with Sam the florist enlightening and worth reflecting on. 

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Advisor Marketing  |  AdvisorEngine  |  Kredible  |  Technology  |  Wealth Management

5 Essentials for an Effective Financial Advisor Website

Do you remember the last time you read an actual newspaper? Or printed out a map to get you where you needed to go? How about shopping? Did you go to the actual store or simply visit Amazon.com? Think about the now-enormous Amazon. Jeff Bezos launched it out of his garage 24 years ago. The website officially opened for business as an online bookseller but now functions as an e-commerce giant. It’s unbelievable to look back at changes this website has undergone over the years.  We can all learn an important lesson from Amazon and its website; change can be good, change can be productive and most importantly, change can help us grow.

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AdvisorEngine  |  Financial Advisors  |  Technology  |  Wealth Management

Developing a FinTech Product: How Does it Work?

The financial technology space is expanding. In 2018 alone, FinTech companies raised a record $39.6 billion in funding, up 120% from the previous year. Much of this funding went toward the development of new products and services. But how exactly does this FinTech product development process work?  A common analogy for the product development process is operating an assembly line. Ideas go in one side and products come out the other. The shortcoming of this analogy is that it describes a very linear activity - whereas the actual product development process is fluid and iterative.

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AdvisorEngine  |  Financial Advisors  |  Technology  |  Wealth Management

How Design-Led Organizations are Transforming the Wealth Management Space

These days everybody is talking about design thinking and user experience (UX) - but what does it really mean and why is it essential? More importantly, how can it be applied to wealth management and financial advice experiences?  Design-driven organizations engage in a human-centered design methodology. As the name implies, human-centered design focuses on the human.

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>drive summit  |  AdvisorEngine  |  Financial Advisors  |  Junxure CRM  |  Wealth Management

My Favorite Wealth Management Event

What a week. After reviewing the feedback on this year’s event, I feel confident saying that >drive2019 was our best yet. There are dozens of wealth management conferences out there, but this one ranks as my favorite industry event. Two essential elements make it stand out: The strength of the community 💪 The actionable information that attendees take back to their offices to implement 💡📝 Below is a rundown of the event. Don't miss out next year, attend our >drive2020! Go ahead and sign up here to receive information about the event as soon as it's available.

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AdvisorEngine  |  Financial Advisors  |  Technology  |  Wealth Management

The Best Industry Conferences for Financial Advisors to Attend

Every year, financial advisors have the opportunity to attend a multitude of industry conferences held across the country, and our choices seem to be growing every year. And no matter where your office is located, these conferences are an investment of time and money. If you’re sending multiple members of your staff, which I encourage, you’re looking at a potential impact on your day-to-day business. If those reasons are giving you pause to attend, you’re not alone. Among my friends and colleagues, I am always surprised by how many advisors never go to these events.  The value of these cannot be overstated – the education component, combined with the incredible networking opportunities to talk to other advisors and business owners about their challenges and solutions are truly invaluable.

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