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18 Questions to Ask When Choosing a CRM for Advisors
August 25, 2021

18 Questions to Ask When Choosing a CRM for Advisors

There are a ton of amazing Customer Relationship Management (CRM) solutions out there. For financial advisors, software like Redtail, Wealthbox, Advyzon, Junxure and others offer features and tools that were designed specifically with advisors in mind. Before you get inundated with all these different features and capabilities, as most of these CRMs are very powerful, […]
succession plan for financial advisors
August 11, 2021

Your Advisory Practice Is At Risk Without A Succession Plan. Here’s How to Make One

A succession plan clearly defines who will take over the practice in the event that you can no longer be there. While most financial advisors know how risky it is to not have a succession plan in place for your practice, many put off the work of making one because the day-to-day of serving your […]
help client avoid phishing attempts pulse360
August 4, 2021

How Financial Advisors Can Help Clients Avoid Phishing and Identity Theft Attempts

Phishing and identity theft are on the rise, not just through email but phone calls, texts, and even in person. In 2020, the FBI received nearly 800,000 reports of phishing, totaling $4.1 billion in losses for the victims of those schemes. The number of reports increases each year. As a financial advisor, preparing your clients […]
financial advisor tech workflow automate technology system
July 28, 2021

Financial Advisors Need to Get Serious About Implementing Tech

Financial advisors have been slow to adopt tech into their businesses. Only about 40% of advisory practices utilize software for financial planning, portfolio management, or customer management. The reason for the slow adoption seems to be a concern that the software won’t really bring enough value to justify the price. In a 2019 study tracking […]
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