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Financial Advisors  |  Technology  |  Wealth Management

15 Questions Financial Advisors Need to Consider When Launching a Digital Offering

These days, financial advisors have options - new technologies that provide competitive advantages. Tools that enable online, automated investment management services that are key to attracting the next generation of investors.  Smart advisors realize this paradigm change in the wealth management industry. An industry traditionally operated through face-to-face interactions - now quickly shifting toward digital offerings where real-time algorithms provide customers with financial advice and manage investment portfolios. When launching a successful digital offering strategy from the ground up, there are many things you must consider. By aligning your team and focusing on client experience, you can maximize your chances of success. If  you are considering a digital offering strategy, here are some ideas that you can take and implement into your financial advisory practice:

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Financial Advisors  |  Technology  |  Wealth Management

Top 5 Questions Financial Advisors Should Ask Themselves

For every advisor, technology plays an increasingly important role in how we run our businesses. Whether you have someone in-house or you outsource your IT support, investing in your technology tools should be a key part of your business plan. That includes choosing the right systems, implementing them efficiently, training for your team, and last but not least, regularly assessing your tools to determine if they are still serving you as your business evolves.   At the pace technology moves today, advisors can’t afford to get behind the times. Similarly to how we review a financial plan for a client on an annual basis, making sure their objectives still align with their plan, I recommend shutting your door once a year and really taking a close look at your technology plan to ensure you’re still on the best path to success. New generations of investors, whose expectations and preferences are shaped by new technologies, have brought new standards to the industry in terms of how advice and investment products are being delivered. When wealth management technology is used to power modern growth, it has a potential boom for investors and advisors alike.  When reviewing your technology plan, ask yourself these 5 questions:  

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AdvisorEngine  |  Financial Advisors  |  Technology  |  Wealth Management

Grow and Retain Prospects With Cost-Effective Technology The StoneBridge Way

You know the prospects you want, kids of good clients or spouses with a 401(k); you don’t want to turn them away but how can you serve them cost-effectively? Sophisticated wealth management firms on a growth trajectory—or those seeking to hit a growth stride—are taking a hard look at ways technology can both cut costs and increase efficiency.

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Advisor Marketing  |  Financial Advisors  |  Technology  |  Wealth Management

5 Biggest Lessons Learned From Coaching 250+ Financial Advisors

Your prospect’s expectations of working with a Financial Advisor have changed. The digital world we live in today has played - and will continue to play - a large part in how prospects find, select, and hire you to be their financial advisor. We no longer read physical newspapers like we used to. Instead, we use multiple sources of information, sometimes only scanning the headlines, and occasionally reading more in depth. With so many resources available, Investors are making better, more informed buying decisions in all aspects of their lives. I have had the privilege of coaching over 250 Financial Advisors using our AdvisorEngine Kredible model - helping them strengthen their approach to attract clients. I have learned invaluable lessons from these sessions. No matter what approach to financial planning you employ, you can apply these takeaways to your own business. Here are five key lessons I have learned that you could use to think about growing your own business: 

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Junxure CRM  |  Technology  |  Wealth Management

Christy Rogers Uses Running and Technology to Stay Sharp

This operations and compliance coordinator started running during her lunch breaks. 11 marathons and 75 half-marathons later, Christy Rogers has hit her stride as a leader🏃

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Financial Advisors  |  Joel Bruckenstein  |  Technology  |  Wealth Management

The Seven Mistakes to Avoid When Selecting Financial Technology

Financial advisors face countless challenges in their daily practices – especially in this day and age. In order to implement a broader technology strategy at your firm, you must approach it from a technology as well as a business standpoint. Analyze how your business can benefit from the use of technology.

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