Understanding Augmented Intelligence vs. Artificial Intelligence

people talking on a couch about 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

persona clicking happy face that nurture clients

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 […]

The Ultimate Guide to Onboarding New Clients

person looking at 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 […]