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Summary: I admit it. I didn’t get it for a long time. There I was, working in-house at advisor firms, putting out RFPs to marketing agencies and consultants as part of my daily job responsibilities. The proposals would come back. I’d review them, cheerfully nodding at all the big promises, all the corporate happy talk.
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Summary: Technology continues to be a pressing issue for advisors and the RIA custodians who serve them. Advisors face a host of challenges today. They face cybersecurity problems, complying with the DOL’s fiduciary rule and competition from robo-advisors. At the same time, they must improve their clients’ experience, improve their own efficiency, integrate technology into their business and scale for growth. Every single one of these issues is either directly or indirectly linked to technology.
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Summary: Occasionally, I receive questions from clients asking where I store client information, and I’m always happy to answer them. Advisers store large amounts of sensitive personal and financial information, and clients deserve to know it’s kept safe.
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Summary: It can be deflating confronting internal opposition when committing to making transformational changes inside of your practice. It’s like trying to push the proverbial boulder up the mountain.
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Summary: I’ve heard advisors define their client portal needs by stating they want to deliver an “amazing client experience.” When I ask advisors to describe that, the answers aren’t clear. Let me help you – your client experience will be as amazing as the data is accurate, the information is useful, and the story is understandable.
