April 23, 2024
Financial Advisor Meeting Checklist: Maximizing Efficiency
Did you know that executives now dedicate nearly 23 hours per week to meetings based on a study from Harvard Business Review? This number has been on the rise since the 1960s. Efficient and productive meetings matter not just for managing your time but also for nurturing strong client relationships and delivering top-notch service. This […]
February 7, 2024
Navigating the Biggest Problems Financial Advisors Face
Are you aware that 91.7% of financial advisors are small businesses, managing less than $1 billion in assets? As a financial advisor, you are part of a rapidly growing industry that faces unique challenges. Yet, they also present opportunities for growth and differentiation. Let’s talk about these issues and some insights and strategies you can […]
January 31, 2024
Financial Advisor Value Statements: A Key to Client Relationships
Did you know that according to a survey, only 36% of the U.S. workforce was engaged in their organizations in June 2021, with 15% actively disengaged? The lack of engagement often results from the absence of a clear value statement, while employees dedicated to a greater purpose tend to be more engaged. In this guide, […]
August 13, 2020
What’s Changed for Financial Advisors amid the Covid 19 Crisis?
As markets reel in response to the recent pandemic, the financial advisory industry faces a host of uncertainties. Clients are seeking advice and reassurance, while advisors have their own worries and investment challenges. As well as finding new ways to deal with clients, advisors have had to navigate administrative issues and furlough or even make […]
May 14, 2020
Founder to CEO Podcast
Our CEO, Anand, was graciously invited by Todd Uterstaedt to share his learnings on creating a startup and the challenges that come with that. Todd has an amazing podcast (check it out here: From Founder to CEO Podcast) from many famous CEOs, including Eric Yuan of Zoom and Seth Godin. You should subscribe to his […]
March 14, 2020
Startups, what do you do now?
I wanted to share with you my thoughts on the current Coronavirus environment that we all find ourselves grappling with. Like many of you, I have gone through uncertain times - DotCom bust and subsequent recession of 2001, September 11, Enron, Iraq War, Afghanistan War, SARS, Swine Flu, Ebola, MERS, 2008-2009. However, unlike most of […]
