Principals

Advisors want deeper client relationships and to build a more sustainable business model. Standing out from an increasingly homogeneous advice market doesn’t have to be expensive or time-intensive, but it does mean a little lateral thinking.

Need help creating a digital media strategy that resonates with prospects and clients? As a financial advisor, it’s more important than ever to cut through the noise of a competitive market and connect with targeted audiences.

With critics questioning the viability of the crypto ecosystem after sustainability concerns raised by Elon Musk and others, Sarson Funds believes that crypto moves in stride with the future of sustainable finance and ESG investing.

We cannot emphasize enough the impact that artificial intelligence (AI) and automation (specifically Robotic Process Automation) has had, and will continue to have, on our industry. In fact, most advisors have grown so accustomed to their benefits, that they may not even realize the daily impact to their practices and clients.

The highest performing advisory firms in the world leverage data analytics, AI and machine learning to gain insights into business performance and provide a superior client experience. By implementing and following data management best practices, these firms maximize value from their data and achieve their desired results.

You would have difficulty finding a financial advisor who doesn’t use some kind of client relationship management (CRM) system. Tools for organising and nurturing clients have been around for decades, but simply possessing a CRM system doesn’t equate to great client service.

on top of client updates, account management tasks and outreach opportunities, and CRM software helps them keep track of it all.

In the next segment of Sarson Funds’ Defi Series, we will provide an overview and analytical discussion of Fantom (FTM), an alternative layer 1 decentralized financial (DeFi) network.

Financial advisors can learn a lot from doctors and lawyers. Not only is providing financial advice evolving into a profession as indispensable and rigorous as medicine and law, but it’s also maturing into one that requires a modern approach to technology. Both medicine and law have embraced a role-based approach to building technology stacks and it’s time for financial services to do the same.

Millennials lead other generations on investing in two hot topics: Crypto assets, plus climate and energy issues. Yet, some still argue that these investments are diametrically opposed due to the Bitcoin network’s considerable electrical demand.