Best Practices for Financial Advisors

Best practices around automations, practice systematization, scaling & growing your financial advisory practice.
June 24, 2021
Best Practice - Find Next Meeting Discussion Points
Financial Advisors, remembering what you need to discuss for your clients at the next meeting can be stressful. Especially if you just store that information in your memory. As David Allen writes in his Getting Things Done book, the first step is to get the information out of our heads and into a reliable system. […]
June 17, 2021
Best Practice - Organize and find your handwritten notes
Financial Advisors, there are little things in your practice that waste a lot of time and also add a bit of frustration. For example, when you take handwritten notes, how do you find what you wrote in it again? Let's say a year from now you want to find the anniversary conversation that you had […]
June 9, 2021
Best Practice - Send Form CRS or ADV Part 2 automatically
Financial Advisors, you know how much time you waste when sending an email and have to find that PDF that you want to send to a prospect or a client. Or totally forgetting to send it entirely! Compliance will not exactly be ecstatic. Personally, I have forgotten to send that disclosure form or the attorney […]
June 2, 2021
Best Practice - Track Critical Investment Policy information
Financial Advisors, when it comes to investment policy statements or even just other critical investment information, having an organized system will help you and your practice. For example, if a client has a favorite stock, or has an external account, how are you tracking this today and importantly, how do you pull this up in […]
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