The Blog

Client Facing Technology: To Use or Not To Use?

Advisors reviewing client-facing technology solutions often wonder whether their clients will even use it. We hear all too often that “we need a digital offering to attract a younger client or a way to take on smaller accounts”.  It is no secret about the intergeneration wealth transfer occurring but there is also a universal shift in consumer behavior that spans multi-generations that include the baby boomers.

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The Disappearing Client

For many advisors, the face-to-face client review that used to take place on a quarterly basis is a thing of the past. In-person meetings take place less frequently as peoples lives get ever more hectic, may include significant travel, and dedicating time for the financial advisor is rarely the top priority in someone’s life. Even more, the general trend toward on-line shopping/buying fostered by technology allows consumers to have access to nearly any service on demand. And, consumers have naturally shown a demand for similar access from financial advisors. Clients and prospects expect to see and experience a financial firm without even stepping foot in the door. Continue Reading…

Two Things We Can Learn From Air Jordan & Actually Do

Michael Jordan’s birthday was two days ago. His airness turned 52! It seems not too long ago MJ was serving up facials on a nightly basis. Jordan truly revolutionized the way the game of basketball was played both on and off the court.Continue Reading…