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.

Blog Feature

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. 

Read More

Blog Feature

AdvisorEngine  |  Financial Advisors  |  Technology  |  Wealth Management  |  Wealth Management Technology

How Financial Advisors Can Modernize Delivering Financial Advice

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. 

Read More

Blog Feature

Compliance  |  Financial Advisors  |  Investment Advisors  |  Wealth Management

Regulatory Deadlines and Guidelines for Wealth Management Advisors for 2020

It’s that time of year again - time to prepare for your annual Form ADV Review.  Disclosures to clients and prospects are even more important this year in light of new requirements announced last summer.   This is arguably the most important compliance project for the quarter.

Read More

Blog Feature

Financial Advisors  |  Technology  |  Technology Adoption  |  Wealth Management

How to Adopt Wealth Management Technology

Technology is shaking up the way industries do business. While the financial service industry has been somewhat slow to adopt new technology, it now plays a leading role in the ecosystem. There are many different tools that independent advisors can use to improve client services and maximize profitability.

Read More

Blog Feature

CRM  |  Financial Advisors  |  Junxure CRM  |  Wealth Management

CRM Best Practice: How Advisors Can Capture Better Information

As a financial advisor, it’s important to log every interaction you have with a client - whether it’s a brief email, a phone call or an entire planning meeting - all part of client relationship management (CRM) best practices. What can be hard to decide is how much information you put in each one of these notes. On the one hand, sharing an entire wall of text can be confusing when you need to go back and reference it. On the other hand, a short sentence of, “Had financial planning meeting,” is equally unhelpful. 

Read More

Blog Feature

AdvisorEngine  |  Digital Advice  |  Digital Tools  |  Financial Advisor Fee Billing  |  Financial Advisors  |  RIA  |  Smart Automation  |  Technology  |  Wealth Management  |  Wealth Management Technology

How RIAs Use Technology to Grow and Scale

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:  

Read More