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

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

The Cost of Client Relationship Management (CRM) Software for Financial Advisors

As a financial advisor, you take pride in how you’ve cultivated deep relationships with your clients. But in a new reality where it is difficult to meet in person, you’re naturally concerned about how to maintain those connections. The right Client Relationship Management (CRM) technology system can not only help you stay connected to clients during this global pandemic, it can strengthen your ability to personalize your client service and help you win new business. Streamlining workflows makes it simpler to stay in touch with clients, while automating tasks frees advisors to concentrate on the conversations that clients value most. A CRM aids the advisor at every step, from discovering prospects to supporting existing clients and improving contact management. But how much does CRM technology cost? What are some factors to consider beyond the cost?

Read More

Blog Feature

AdvisorEngine  |  Digital Advice  |  Leadership in Wealth Management  |  T32020  |  Wealth Management Technology

5 Ways to Foster a Culture of Innovation Within Your Financial Advisory Firm

Two weeks ago, I had the pleasure of attending Joel Bruckenstein’s annual T3 Advisor Conference in San Diego. T3 offers a place where independent and hybrid financial advisors can test drive the latest and greatest in the FinTech world.  One major takeaway for advisors this year was acceleration - the industry is changing, but in order for the industry to change, the technology has to change to support that.

Read More
AdvisorEngine

Are you ready scale your firm?

Sign up to have digital wealth management technology insights delivered straight to your inbox

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

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

Blog Feature

Choosing a Custodian  |  Craig Iskowitz  |  Financial Advisors  |  Investment Advisors  |  Joel Bruckenstein  |  Wealth Management  |  Wealth Management Technology

10 Questions to Ask Before Choosing a Custodial Relationship

Choosing a custodian relationship is one of, if not THE single most important decision any new registered investment advisor must make. It should not be taken lightly. There are many custodians in the marketplace - not all will be the right fit for your business. To explore the process of choosing the best custodial relationship, I had the opportunity to catch up with industry experts and thought leaders Joel Bruckenstein and Craig Iskowitz to have them weigh in on the top questions they believe breakaways or new RIAs should consider asking potential custodians.

Read More

Blog Feature

AdvisorEngine  |  Financial Advisors  |  On-Boarding  |  Technology  |  Wealth Management  |  Wealth Management Technology

Top 4 Reasons Why the Wealth Management Industry Needs to Develop its Digital Capabilities

Everything nowadays is all about the “experience.” Why should wealth management be any different? It shouldn’t be. Advisors should strive to provide clients with exceptional financial experiences.  Unfortunately, we find that within the realm of the wealth management industry, the financial experience process has been slow to catch up with 21st century standards.

Read More