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...Read More
BlueMind’s blog provides technology articles, productivity tips & tricks and industry news by financial advisors for financial advisors.
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...Read More
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...Read More
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...Read More
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...Read More