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Summary: Advisory firm owners today are deluged by the rapidly increasing number of technology choices and their broad array of functionalities. To help my advisor clients focus, I suggest that they think about technology from the perspective of how it’s used by their firm.
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Summary:The way we consume these services has changed. The same thinking should apply to the technology you use to power your business. While all-in-one bundles once made sense both economically and based on the capabilities available, it’s simply no longer the case in a market now defined by customization and choice.
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Summary: There’s some talk these days about short-term goals being more important than long-term goals, and I tend to be a short-term advocate myself. But I still come across many firm owners who are doggedly focused on creating and attaining their long-term plan and goals.
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Summary: Do you ever have clients asking the same questions over and over again? Do they want their information directly from and immediately rather than waiting or having a team member assist them? Perhaps they just don’t have time to make a call or want to ask a question in the middle of the night and need easy to digest information on their own time.
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Summary: Financial advisers looking for new clients might consider fine-tuning their marketing efforts to help them stand out, especially when it comes to wealthy do-it-yourself investors.
