Here's how to ensure that your next virtual meeting leaves clients feeling connected.
Ben Brown lays out a plan for developing your ideal information architecture road map.
Advisors can play the "quarterback" role in helping clients manage and implement their digital estate plans once a legal estate plan is in place.
Contributor Ben Brown reviews some of the tools that advisors can use to edit the predominant file format.
What's required, what's best practice, and what the risks are for advisors.
These tools make exchanging sensitive client files more secure and less cumbersome.
The top tool for navigating the complexities of student loan repayments comes from an unlikely source, notes contributor Ben Brown.
These are the technology tools advisors are using--and what they're planning to add.
Consider delegating front desk and back office support, as well as bookkeeping and social media management, to virtual staff.
With the right platform, advisors can reduce their dependency on the AUM model and reach new, historically underserved markets that are willing and able to pay for ongoing advice.
Utilizing virtual receptionists can lead to better client experiences, save on costs, and reduce in-office stress.
Advisors should find the time to demo the top solutions from the 2018 XYPN LIVE FinTech Competition.
Evaluating a client's proficiency and comfort level with technology should be a part of the onboarding process.
The SEC's guidelines regarding online reviews are evolving. Here's what you need to know.
These tools can make booking client meetings more efficient.
Provide clients with a superior experience by helping them better manage the digital aspects of their personal finances.
Here's a look at some of the software advisors are using, what they think of these products, and which new tools they expect to add.
You'll convert far more prospects into ideal clients if your site is easy to use, transparent, and enjoyable.
Here's how you can easily extend a digital-first approach to client meetings, whether in person or virtually.
This web-based service can help you automate workflows based on your various apps and processes.
Consider adding the following technology tools to your practice to maximize efficiency.
Here's how you can leverage online forms to work with more of your ideal clients.
Choosing financial planning software can be a daunting task. Those ready for a change should consider RightCapital.
Regulators want to ensure advisors safeguard client and business information online. Implement these best practices to reduce the risk of your data being compromised.
New tools and competitors are forcing advisors to more clearly define the value they provide to clients.