WEALTHTECH INSIDER: The Starter’s Guide to Building a RIA Tech Stack
For the modern advisor, your tech stack should touch every area of your business (trading, billing compliance, and more)—and most importantly, leave time for you to focus on your clients.
AI ILLUMINATIONS: The Tortoise and The Hare – Lessons Learned
A slow and steady approach may be the best way for advisors to keep up with fast-changing technology because the first mover in fintech is not necessarily the best solution.
MARTECH MINUTES: A Quick Guide to Selecting MarTech
For regulated industries, selecting marketing technology can be more complex due to compliance oversight and others in the broader organization that may need access to the marketing assets and tools.
INTELLIGENCE FOR GROWTH: Summer Slump? Engage your Clients by Adding Value through Content
While other advisors are on vacation, you can take advantage & connect with your clients through strategic & targeted outreach. When the economy is volatile, it’s important to communicate frequently with clients.
MARTECH MINUTES: Critical Content Marketing Strategies for Financial Advisors
Marketing plan needs to be fine-tuned as industry trends & business goals change. If you’ve found yourself growing complacent with your marketing efforts, here are seven items to focus on this year.
AI ILLUMINATIONS: Automation – The Art of Selling Internally
While management might want to implement technology at the enterprise level to solve a business challenge, effective automation requires implementation that drills down to solve problems for each stakeholder.
MARTECH MINUTES: Why Advisors Must Use Content Marketing
For FAs, a significant reason clients may be unhappy with their advisors is a need for more communication. Communication is no longer just emails and phone calls; it's social media, blog posts, and newsletters too!
Why Content Market in Compliance-Heavy Industries?
Regulated industries such as wealth, banking, and insurance have moved away from ‘word-of-mouth’ advertising, and now have several online channels that can provide this same validation of recommendations.
WEALTHTECH INSIDER: To Open New Avenues to Growth, Stop Underselling Your Financial Planning
Many financial planners are missing a key step with their clients, according to a recent study from wealthtech provider Orion—they’re neglecting to craft a financial plan.
AI ILLUMINATIONS: Leveraging Automation Technology During Crises
Have you thought about how rising interest rates will affect the banking and wealth industries? Or how these internal problems can be solved, and failures circumvented using emerging technology?