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Summary: Surveys show many advisors believe they need business intelligence (BI) and artificial intelligence (AI) tools to be competitive and successful. What the surveys don’t show is how few of those advisors can, in layman’s term, explain BI, AI, big data, predictive analysis and machine learning.
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Summary: In one of my last posts, I talked about what clients value about a financial adviser. It was evidence-based meaning it was taken from the research I have conducted for many years with clients of financial advisers. In today’s post, I’d like to share why clients maintain an ongoing relationship with a financial adviser, again, evidence-based.
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Summary: As the head of a cybersecurity management firm, I have built an entire business around protecting RIA technology systems and their data. My livelihood depends on getting cybersecurity right for my own firm and for my clients. A breach of any sort could be catastrophic to my business.
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Summary: There’s an old saying: “People who don’t have goals will find themselves working for people who do.” And most financial advisors have goals. However not every financial advisor achieves his or her goals.
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Summary: [Podcast] My guest on today’s podcast is Dennis Moseley-Williams. Dennis is the founder of DMW Strategic Consulting, a boutique consulting firm that works with financial advisors in how to design and deliver a great client experience.
