Learn & Laugh Blog

Financial Advisors, applying UX law: Parkinso's Law to practice management
October 20, 2021

How UX Laws Help Financial Advisors Build the Best Client Experience

The laws of user experience (UX) are a set of simple laws about user behavior that guide how web designers build and optimize web pages. By keeping these laws in mind, designers can make websites that are easy and intuitive to use while also subtly encouraging the behavior that they’re after, whether that’s closing a […]
financial advisor automation advantage schedule advisor
October 13, 2021

Automation for Financial Advisors – How to Improve the Scheduling Process

Financial advisors can benefit from automation in just about every aspect of their practice. Even so, less than half of financial advisory firms are taking advantage of the software that’s out there. The slow adoption of tech in the financial services sector is largely thought to be the result of old, difficult to upgrade technology […]
Financial Planter comic funny advice planner
October 12, 2021

Tuesday Comic - Financial Planter

Making your day brighter with comics.
financial-advisor-value-pulse360
September 22, 2021

Funeral Services: How A Financial Advisor’s Value Goes Beyond Returns or Wealth Management

While so much of the conversation about a financial advisor’s value is focused on portfolio returns or wealth management services, we do far more than just help our client’s bottom line. Every day, we’re helping our clients navigate difficult financial situations, providing guidance and advice when a client gets worried about market downturns, and otherwise […]
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