Banking

This type of software had the biggest influence on ROI, according to our tech survey.

When advisors are uncertain where to begin, colleagues and even relatives can help.

An online presence can help build an advisory firm but can hurt a reputation if overused.

Some may not want to get dressed, shaved and made up before meeting on camera.

Share documents with clients and collaborate securely online through document vaults.

Such tools can help advisors more easily assess clients’ risk tolerance.

Advisors use Facebook, LinkedIn, Twitter; some companies formulate official policies.

Advisors must ensure that their firms meet the needs of the younger generation of workers.

They may be reluctant to have their financial information transmitted electronically.

Create a performance management process to get the most from staff members.

A strong identity these days must include a robust and engaging digital presence.

Advisors should focus on those areas where they can gain the most efficiency by using technology.

Here is the best of the best bank advisers, the top half of our Top 50.

This is it, our signature ranking of the top financial advisers in the bank channel.

Dump, delay, delegate and do: It could work for you.

Dump, delay, delegate and do: It could work for you.

Like former New York Mayor Ed Koch, firms need to answer the question, ‘How’m I doing?’

Like former New York Mayor Ed Koch, firms need to answer the question, ‘How’m I doing?’

Next week, we’ll unveil our annual Top 50 Bank Advisers online and in print. In the meantime, we’re proud to continue the Next 50.

Build strong relationships with contacts, and give them an easy way to make referrals.