fbpx

Featured

aritifical intelligent helping humans
Is Artificial Intelligence really helping us?

Is AI really helpful? Technology has evolved a lot in the past few decades. A century ago, millions – or probably billions – didn’t even have basic electrical utilities in their homes. Around 60 years ago, computers were considered as machines that could only be kept and used by governments. The concept of personal computers...

How Financial Advisors Should Engage With Female Clientele bluemind blog banner
How Financial Advisors Should Engage With Female Clientele?

The role of women in this world is changing and many choose to be still unaware of it. In 2021, the United Nations Women announced the International Women’s Day theme as ‘Women in leadership: Achieving an equal future in a COVID-19 world’ in order to applaud the tremendous efforts of women around the world for...

Why Every Financial Advisor Should Adopt Digital Transformation
Digital Transformation is a Need for Every Financial Advisor

After the initial impact of the Covid-19 and the widespread shutdown of businesses, there was a huge question regarding how business owners needed to make adjustments to the way they conduct their business in order to stay open. With social distancing mandated everywhere and the public advised to remain inside their homes, many businesses had...

How to Leverage Facebook Ads for Financial Advisors blog banner
How to Leverage Facebook Ads for Financial Advisors!

Everyone in this world lays preference to quality over quantity for most things that matter in life. The same can be said for financial advisors looking for quality leads as opposed to simply generating leads. This article covers some key aspects and how to use Facebook Ads for financial advisors. When attempting to generate leads...

blog banner for 5 Benefits of Using E-Signatures in Financial Advisory
5 Benefits of Using E-Signatures in Financial Advisory

Even before the COVID-19 wreaked havoc, the world was moving fast towards digitalization. Although there is a fierce ongoing debate on the overall impact of digitization on the world (especially regarding employment rates), there is no doubt that it comes with many benefits for both financial advisors and their clients.  Digital transformation is the integration...

BlueMind Blog Banner for Top CRM Challenges Financial Advisors Tend to Face
Top CRM Challenges Financial Advisors Tend to Face

According to SuperOffice, CRM solutions are becoming increasingly common on mobile devices and 81% of users say they frequently access their CRM technology from more than one device. It has been well proven that many benefits come from CRM automation into our daily lives especially for businesses where efficiency, client satisfaction, and revenue returns are...

BlueMind blog banner for Implement Digital Documentation for Clients’ Onboarding
Implement Digital Documentation for Client’s Onboarding

Client onboarding is one long and painfully exhausting process with which every financial advisor around the globe would unanimously agree. Therefore, digital documentation can be very critical for the onboarding process. Although client onboarding typically is a process of welcoming new clients into your business, “welcome” isn’t the right word to describe the actual process....

BlueMind blog banner for 9 Ways Financial Advisors can Use LinkedIn to Grow Clients
9 Ways Financial Advisors can Use LinkedIn to Grow Clients

Once you have stepped into the field as a financial advisor, the biggest challenge you will come to face as a new player is building your client list from scratch. But you can make that challenge less of a concern if you know the right sources from where you can drive business, such as LinkedIn....

bluemind blog banner for 7 Productive Cold Calling Tips for Financial Advisors
7 Productive Cold Calling Tips for Financial Advisors

You might have been in the financial advisory business for a while, but you still fall short of finding prospects. Perhaps you are reaching out to the wrong target audience, or you are most likely not reaching out to them in an impactful manner. That’s why we bring 7 productive cold calling tips for you...

BlueMind blog banner for Lead Generation for Financial Advisors
Lead Generation for Financial Advisors; 6 Best Strategies

Lead generation for financial advisors is a fundamental part of creating a constant flow of prospects that may eventually become leads or clients. It is basically the process of discovering leads to fill up your sales funnel through various means of marketing strategies. Although it is similar to paid advertising, lead generation may include non-paid...

blog banner showing new financial advisor
5 Ways To Build Your Business as a Rookie Advisor

There are varying reasons why many choose to become financial advisors. It may be that they have a penchant for working with numbers and people or perhaps they genuinely like to help others resolve their issues.  A career in financial advising is a diverse and flexible one. The profession offers choices: you can choose to...

A SMART Digital Office
CRM For Financial Advisors

Library

Support

A SMART Digital Office
CRM For Financial Advisors

Library

Support

Copyright © 2022. BlueMind. All Rights Reserved.