0 visitor like this article | Viewed 3394 times | 0 comment
Summary: Many financial advisors work with third-party service providers whose primary role is to help them run their businesses more efficiently in order to better serve clients. These providers must think critically about how they deploy marketing efforts to convey their maximum benefit to advisors. While there are well-established best practices for marketers in any industry, what may be popular or trending may not always be applicable to financial advisors. Successfully reaching advisors and reminding them of the benefits that a third-party provider can offer requires several key considerations.
0 visitor like this article | Viewed 75 times | 0 comment
Summary: Welcome to the January 2018 issue of the Latest News in Financial Adviser #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisers and wealth management!
0 visitor like this article | Viewed 2947 times | 0 comment
Summary: In general, financial planners do not have the best reputation. I should know — I’ve been working in the industry for the past 20 years. I have been to cocktail parties where people walk away the moment they hear that I’m a financial advisor. But why? And what should we do about it?
0 visitor like this article | Viewed 2846 times | 0 comment
Summary: Whether it’s an illness impairing judgment, an accident or unforeseen tragedy, thinking about life’s worst curveballs (never mind preparing for them) isn’t always on an investor’s radar. But not planning for them can be far worse—especially for those who’ve spent a lifetime accumulating and building their wealth. The Alzheimer’s Association reported that one in three seniors dies with Alzheimer’s disease or another form of dementia. According to a 2015 Rocket Lawyer estate planning survey by Harris Poll, 64 percent of Americans don’t have a will.
0 visitor like this article | Viewed 2957 times | 0 comment
Summary: Are you confident that clients’ data are walled off behind sufficient cyber protections?
