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.
As a NextGen advisor, you'll cater to Millennial-age clients who have unique expectations for their financial advisors, as well as unique financial concerns. Technology can play a key role in working with these types of clients. Check out our top five technology solutions for NextGen 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.
Between meeting with new clients and managing your current client's accounts, a busy advisor's day may leave little time for blogging. However, blogging should be a key component of you firm's overall marketing strategy. While 20 years ago blogs didn't exist, today there are over 20 million of them. And 80% of businesses are using blogs to attract potential clients. This post will show you the best free tech tools to make blogging easier than ever before!
Millennials now surpass Baby Boomers as the largest generation alive. This means it’s more important than ever before for advisors to develop strategies to connect with Gen Y. Any RIA which aims to be sustainable in the long-term needs a strategy to appeal to Millennials, who have unique financial needs and preferences. This guide will cover everything you need to know about NextGen clients and how to attract and retain them.
Technology is becoming a key component to any successful RIA firm. Using technology can streamline your operations work, enhance your client experience, and ultimately help you sign more prospects. But there are over 100 advisor-focused technology solutions on the market! Considering which technologies to invest in can be a daunting task.
Last week Bridge featured Kate Holmes, a NextGen advisor who runs her RIA completely virtually. This week, we're highlighting a few tech solutions that can help any advisor transition into the virtual meeting realm. Whether you’re looking for a free software download, or are interested in investing in a premium solution, we have the scoop on the industry leaders in virtual meeting.