Technology

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...

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...

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...

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....

In 2017, the CIO magazine reported that almost one-third of all traditional CRM (Customer Relationship Management) projects are unsuccessful. It is essential that when considering adopting a customer relationship management software for your business as a financial advisor, you understand the reasons that may be the cause of such unsatisfactory results and which type of...

Videos are efficient marketing tool. They are effective, memorable and shareable​ Video is a powerful educational tool that should be an integral component of your marketing mix. Clients are more likely to watch a short video than they are to read a long block of text. Effectively, a lot of denser content can be simplified...

Practical Tips for Remote Working Working remotely has become the new normal for advisors. While some  advisors are already accustomed to working remotely, others are not as comfortable. The truth is, as human beings we are all different. Some advisors prefer to be around people and have face-to-face client meetings, while others can more easily...

Top Tech Tools Financial Advisors Ought to Have in Their Arsenal As a financial advisor, you usually have your hands full with many things. For instance, you are always in search for lucrative investment opportunities for your clients. You formulate the best retirement plans, so your client can enjoy a fulfilling retired life. You also...