BACK OFFICE HEROES: The Fundamentals of Client Data Gathering
The major case for going digital when it comes to client data gathering is that clients believe advisors aren’t digital enough. After all, most advisors are still working with outdated technology systems or even spreadsheets.
BACK OFFICE HEROES: Is It Too Late to Start a Digital Transformation?
Most companies and financial advisors realize the benefits of updating and transitioning to digital solutions, but a total transformation can seem daunting.
BACK OFFICE HEROES: The Value of a Niche for a Successful Advisory Practice
The reason a niche is important is because the wealth management industry has a real problem with standing out from the crowd. Having a nice helps advisors differentiate themselves from their peers.
BACK OFFICE HEROES: Setting Expectations: What RIAs Need to Know for the Next 5...
The best way for wealth management businesses to approach cybersecurity issues is by investing in intelligent, automated digital platforms to help aggregate, store, and parse customer and trade data.
BACK OFFICE HEROES: Your Voice is Your Unique Differentiator–Advisors Must Find Theirs
Financial advisors that establish a sage voice – don’t explain what’s happening, but what it means for the audience – quickly earn trust and loyalty in today’s noisy world.
BACK OFFICE HEROES: Wealth Management Operational Metrics that Matter
In the financial services industry, numbers are everything. Successful firms and RIAs are always working to achieve operational excellence. But how do you know when you’ve reached it?
BACK OFFICE HEROES: The First Step in the Financial Planning Process is Client Data...
Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship.
BACK OFFICE HEROES: Meeting Client Expectations in the Age of Evolving Trust
When an advisor talks estate planning and recommends a product or account structure to solve a client’s problem, the client will now go back and validate what they’ve heard.
BACK OFFICE HEROES: Technology Partner Integrations – What Organizations Should Consider
With the growing amount of new wealthtech year over year, integration scoring can point organizations in the right direction before they buy.
BACK OFFICE HEROES: Firms Pivot To The Back Office To Restore Balance
For years, firms have emphasized their front-office business in lieu of their back-office operations. Not just in wealth management, but across industries.