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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 to Determine Your Client's Risk Capacity blog banner
How to Determine Your Client’s Risk Capacity

Determining the risk profile is essential so that you may construct a feasible financial strategy for your client’s goals. However, it should be well understood that a client’s financial profile includes their risk tolerance and their risk capacity. In this article, although we will be focusing on the latter one and why it is significant...

How to Determine Your Clients Risk Tolerance blog banner
How to Determine Your Client’s Risk Tolerance

Determining the client’s risk tolerance is not an exact science and requires you to communicate with your client. Asking relevant questions will help you determine how willing or averse they are to taking risks, you can guide them to select the best risk directive or model portfolio to achieve their goals. What Does The Word...

Top Compliance Challenges Financial Advisors Face blog banner
Top Compliance Challenges Financial Advisors Face

The Significance Of Financial Compliance Financial compliance requires all actions, procedures, guidelines, and business culture to abide by the rules and regulations set by the regulatory authorities of the financial market. For example, the Securities and Exchange Commission (SEC) in the United States or  The Financial Consumer Agency of Canada (FCAC) in Canada. Although the...

Effective Strategies To Deal With Difficult Clients
Effective Strategies To Deal With Difficult Clients

Every business has those clients that are difficult to deal with. These clients are usually irate, emotional, and short-tempered. Difficult clients are unavoidable in any business and while facing them, an advisor must have the temperament and patience to deal with them in a calm and professional manner no matter how unreasonable or inappropriate they...

Financial Planning Questions You Should Ask Your Clients
Financial Planning Questions You Should Ask Your Clients

To succeed as a financial advisor your focus should be more than just finance, investing, and a retirement plan. With the competition becoming fierce in the growing financial industry, you need an edge to set yourself apart from your competitors. That can be done by asking the right financial planning questions and providing your clients...

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...

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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...

A Compliance Companion Tool For Financial Advisors

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A Compliance Companion Tool For Financial Advisors

A Compliance Companion Tool For Financial Advisors

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