Wealth Management

Four tech tools for deeper client relationships

Our friends at Financial Planning magazine recently allowed us to introduce their readers to Greg, a wealth adviser focused on deepening his client relationships to serve them better and keep his business growing.

Technology and Client Retention for Financial Advisors

Building a relationship starts with talking, and most advisors and clients need to be talking more.

Successful Advisors Use Technology to Engage Prospective Clients

Business development is an important part of any business. For financial advisors, prospecting is particularly challenging because advisors need some personal information about a client in order to offer them meaningful…

Ensure Fiduciary Compliance with Powerful Analytics

Investment Advisors Prove Value Through Customization

Doing too much, too late, in digital wealth management

Our friends at RIABiz asked me to share some thoughts on roboadvisors and innovation in digital wealth management. And did I ever share.

Hello, World!

Today, we’re launching Trend Lines, a publication for our friends in the industry: wealth managers, investment managers, and…