Understanding Augmented Intelligence vs. Artificial Intelligence
Since its initial introduction into the financial sphere, the term “AI” has gained both a positive and negative rep from both financial advisors and RIAs. For the negative, those two scary letters have prevented hundreds of advisory businesses from making the technological leap to remain competitive. What many advisors in the financial space don’t understand […]
5 Steps to nurture your current client base
Understanding how to cultivate strong client-advisor relationships is the key to success in the world of financial advising. Having happy clients means well-established, long-term revenue, and word-of-mouth referrals. In order to enable business growth through word-of-mouth, though, you first need to focus on how to nurture your clients in your current client base. 5 Steps […]
Enhancing Communication with your Clients through Texting
Any advisor knows that maintaining a strong client-advisor relationship is key to creating a successful business. The foundation of a strong relationship is communication, and seeing a low open and/or response rate from your clients on an important email isn’t good for your business, the relationship, or their portfolios. What many advisors are failing to […]
The Ultimate Guide to Onboarding New Clients
The process of onboarding new clients is one of the most important parts of developing a strong client-advisor relationship. First impressions go a long way, and not having a solid onboarding process system can make or break the relationship from the moment it begins. Following a uniform process can help ensure that you’re staying organized […]
