Technology
Advisor technology, fintech, workflow automation, and firm productivity coverage.
-
The Safe Moment: When the Real Conversation Finally Begins
Quietly, usually somewhere in the middle of the conversation, and if you are not attuned to it, the conversation simply moves on.
Ari Galper -
The Most Important Thing Clients Tell Advisors Is Often What They Don’t Say
The words are financial. The meaning is human. That is why a great discovery is not the collection of information. It is the earning of truth
Jeff Thorsteinson -
Is Content Marketing Dead? The AI Search Revolution Says Not So Fast
And increasingly, people are bypassing Google altogether and using their favorite chatbot to ask questions and conduct research.
Elizabeth Harr -
10 Networking Habits That Separate Connectors From Everyone Else
Reflecting on the event inspired me to share 10 things to keep in mind when attending any networking event.
Michael Goldberg -
RIAs Don't Need More Vendors. They Need Better Priorities.
The hard part is knowing which ones actually fit the firm you're trying to build.
Guest Contributor -
From Plateau to Growth: 5 Changes Financial Advisors Need To Make Now
You may find yourself feeling bored or stuck, questioning where your growth has gone.
Joseph Lukacs -
Running Out of Time? Capacity Solutions Successful Financial Advisors Use to Scale
There are only 168 hours in a week, and that is the one thing that is not changing.
Grant Hicks -
Most Advisors Don't Have a Referral Problem. They Have a Trust Problem.
It begins with a hard truth: a COI is not someone who knows your name. A true COI knows when to say it and how to articulate your value.
Jeff Thorsteinson -
Why the Best Advisors Will Build Bionic Practices — Not Artificial Ones
I think a better question is this: If everybody has access to the same technology, how am I going to stand out?
Bill Cates -
Step up Your Outdoor Entertaining as a HNW Gateway
Let us look at several ways you can upgrade your outdoor entertaining to HNW standards.
Bryce Sanders -
The Sales Dance and How It Starts
A quality of guardedness that does not quite match the pleasant tone of the exchange. This is sometimes described as the sales dance.
Ari Galper -
93% of Customers Agree: These 5 Service Experiences Keep Them Coming Back
Customers value kind and helpful employees, convenient experiences, knowledgeable support, reaching the right person the first time
Shep Hyken