Category: Embracing New Technologies

To Succeed in 2018, New Financial Advisers Need to Invest in Technology

The future of financial advisers is bright: The Bureau of Labor Statistics expects demand for advisers to grow at a rapid clip as savvier clients search for the best approaches to money management. Of course, becoming a financial adviser involves a significant investment in yourself through education, licensing, and building relationships. Newly minted advisers need to quickly understand the role technology investment can play in their practices.Continue Reading…

The Case for Free Fintech Software

The old saying “you get what you pay for” isn’t always true, especially when it comes to technology applications for the financial services industry. Independent financial advisers shouldn’t automatically dismiss free software as inferior to paid solutions. Continue Reading…

Three New Year’s Resolutions for Independent Advisers

Ask yourself how well you and your team managed relationships with clients over the past year, and whether or not you achieved your business goals.

It’s that time again. Financial advisers are busy reflecting on the year that’s nearly passed, and planning for the one ahead.

While it’s important to review client accounts and financial plans at year-end, advisers should also consider the performance and operation of their business during 2017, and how they can improve in the new year. Ask yourself how well you and your team managed relationships with clients over the past year, and whether or not you achieved your business goals.Continue Reading…