WEALTHTECH INSIDER: Are Megatrends a New ‘Free Lunch’ In Investing?
Incorporating thematic ETFs that embrace major “megatrends” can provide an opportunity for enhanced returns, and done correctly, result in little additional market risk.
MARTECH MINUTES: 7 Signs Your Marketing Technology is Failing You
Effective martech can enhance your marketing efficiency, but as the industry evolves, it may be time to replace & update your martech stack. Here's seven red flags that signal it's time to replace your Martech stack.
AI ILLUMINATIONS: Automation is Supercharging The Account Opening Process
While the rapid advancements in financial technology will never completely replace a human Financial Advisor relationship, it is definitely changing the way wealth management firms work.
AI ILLUMINATIONS: Exceeding The Expectations of The New Age Client, Part 1
As Financial Advisors set personal resolutions for the New Year, one of the things they need to focus on is understanding what their clients’ resolutions are and what their expectations are.
WEALTHTECH INSIDER: More Than A Rolodex – How CRM Workflows Help Grow Relationships
In an industry where personal relationships are the backbone of how advisors interact with many clients, the value of a CRM is central to the service provided by an advisor and their team. Forrester Research found that of companies who use a CRM, 74% of them report better customer relationships. You can draw your own conclusions, but the evidence supports that a good CRM plays a pivotal role in growth and building long lasting relationships with clients.
WEALTHTECH INSIDER: Why Data Is a Differentiator for Financial Advisors
Why do clients choose you as a financial advisor over your competitors? Data can help you provide real proof of your soft skills. Here’s how data can become a differentiator for your financial advising practice.
Fintech Corner: How Wealth Managers Can Stem the Flood of Data
Financial firms potentially have tens of trillions of pieces of data available to them today, much of it portfolio and demographic data about their clients—but there’s also user behavior data.
MARTECH MINUTES: Marketing Budget Cuts: Work Smarter and Spend Less
It's no secret that in 2023 marketing budgets are being cut left-right-and-center and are about more than just reading through financial statements. We're talking...
MARTECH MINUTES: 7 Signs It’s Time to Replace Your Marketing Technology
Effective marketing technology (Martech) can significantly enhance your business performance by increasing marketing efficiency, improving client experience, and bolstering your advisors' business growth.
WEALTHTECH INSIDER: Three Real-World Applications of Advisor-Client Personality Tests
More advisor firms and institutions are formalizing the study of human behavior with tools like personality tests. The exact language may differ, whether it’s the DISC study categorizing people as types of birds, the Myers-Briggs Type Indicator, or the Big Five, but the desire to “know thyself” is almost as old as human knowledge itself.