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Summary: Technology for registered investment advisors has come a long way, but it’s still giving them headaches, according to a recent survey of 227 RIAs by Trust Company for America and TechValidate. Out of those surveyed, 44 percent said the most challenging thing was that they were unable to use technology to its full capacity; 43 percent said it was inadequate integration; 38 percent said it was the inability to customize technology to their needs; and another 26 percent complained that the technology overpromised on features that didn’t deliver.
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Summary: I’m not saying I’m always right. In fact, I love it when someone points out I’m wrong, and shows me why, because I learn something. So, I was particularly interested when in Sunday’s Guardian, I saw the headline Blockchain: hype or hope.
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Summary: Advisor businesses are growing in client numbers and geographical reach. Investors typically find advisors through personal referrals, but also increasingly use online searches and social media to make a connection. One study found 65 percent of clients research potential advisors through social networks, and 86 percent use those networks to help in their buying decisions.
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Summary: If you’re an ambitious female advisor going hard after new business, you’ve likely heard comments like these:
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Summary: Our biggest social media request right now is Facebook Lead Generation. Why? It’s pretty exciting that the right blend of targeting, message and imagery can lead to actual prospect meetings. This technique didn’t exist a decade ago and it wasn’t very common even a year ago. With all the excitement, it’s easy to get into the leads, leads, leads tunnel vision, but there are other Facebook strategies worth considering. Some might say these are even more powerful (and cheaper).
