Curious what went down at the annual XY Planning Network Conference? Well we're here to bring you our 7 biggest take-aways from our time at the conference. Checkout the best things we learned here.
If you’re not already working with Millennials, born 1980-2000, you should plan on working with them in the near future. Millennials are set to inherit over 30+ trillion in wealth from the Baby Boomers in coming years. Now is the time to develop a strategy to attract and retain Gen Y clients. But before developing your strategy, it helps to know as much as possible about this emerging group of young professionals! Checkout ten things you should know about Millennials.
Nowadays more and more advisors are going virtual. Curious if virtual advising is right for you? Already know you want to go virtual but not sure where to start? Our step-by-step guide helps you decide if virtual advising is right for you and covers all the steps you need to take to become a virtual advisor.
If you’re new to the RIA biz, you’ve probably got a lot on your plate. From compliance issues to building your client base, there’s a lot to consider. Another important piece of the puzzle is the role technology will play at your firm. Technology will be a necessity for some of the functions of your firm, and a nicety for others. We’ve created this technology guide to help you decide which tech is right for your firm.
Cold-calling is an effective strategy for new advisors just starting to build their client base, or any advisor looking to grow their existing book of business. While cold-calling alone might help you convert a few prospects into clients, there are extra steps you can take to maximize its effectiveness. Check out our top cold-calling tips below to take your cold-calling strategy to the next level.
In a recent survey of over 800 advisors, researchers found that 81% of advisors are using social media for business. This figure has steadily increased year over year. Nowadays, about 56% of advisors claim that social media plays a significant role in their marketing efforts. Want to learn how to use social media to turn prospects into clients? Check out our social media crash course for advisors!
Most advisors are aware there are many powerful advisor-focused technology solutions on the market. Some advisors are already leveraging technology, or if they aren’t, know they should be. But you shouldn’t be jumping on the tech bandwagon just because everyone else is! First, it’s important to understand how technology sets you apart from other advisors. Technology increases your efficiency, creates opportunities, and enhances the service you provide your clients. Read on to see all the ways great technology can make you a better advisor.
Technology is becoming increasingly important to advisors. A study conducted by Fidelity found that 77% of high-performing advisors believe technology is a key component of their firm’s success. For those already using technology and those looking to implement technology, learning how to maximize the benefit of that technology is crucial. This guide will teach you how to make the most of your firm’s technology.