Updated Monday, May 20, 2013 as of 2:23 AM ET
A new multi-media eBook from the editors of Financial Planning
Financial advisors have been somewhat slow to adopt new technology solutions, however that tide is changing. A Financial Planning Tech Survey found that 36% of advisors planned to increase their technology budgets while just 4% planned to reduce it. The challenge now is for advisors is to successfully evaluate and implement new systems while adjusting their business processes to take advantage of the practice improvements the software provides.
This new eBook will help advisors on their journey to increased client satisfaction and improved efficiencies.
The U.S. Small Cap Growth team of our equity manager The Boston Company outlines seven distinct investment themes for 2013 and tells why they believe these concepts will influence the investing climate over the next several years.
Many advisors lack a clear understanding of the pros and cons of a corporate vs. independent RIA and which model best suit their practice. Either can work, but a number of factors must be considered when determining which will allow them to maximize their income. This white paper provides insight into both models and can help advisors decide which will allow them be most successful.
For financial advisors, social media represents a powerful addition to traditional marketing and networking activities. With the right strategy in place, social networking can be an important tool for both client acquisition and retention, enabling you to enhance brand awareness, deepen existing client relationships and find prospects and convert to clients.
With today's financial advisors and wealth managers facing such tough competition, the ability to thrive comes through maximizing efficiency and finding innovative ways to maintain and grow business.
This white paper highlights how technology is a great partner for meeting this need:
• Create more relevant interactions with customers by tracking your business in the cloud
• Connect to your customer information from any mobile device
• Increase sales to your customers with a deeper understanding of their needs
Practice Management
Protect Investors from Their Worst Enemy: Themselves
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