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Summary: Whether you are following the presidential election debates or discussing financial advice, you can’t escape finding some reference to authenticity. With the American people sick and tired of phoniness from the services they buy to the politicians they elect, the search for authenticity permeates the culture.
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Summary: Service and scale are key areas where advisors can use technology to improve their business, according to Mitch Caplan, CEO of Jefferson National. Caplan recently participated in a panel at Peak Advisor Alliance’s Excell conference in Omaha, and shared some of the ideas he presented there with ThinkAdvisor on Tuesday.
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Summary: Sales responsibilities and strategies usually fall on the shoulders of people at the highest level of the organization. As a result, time management and prioritization become major factors. Rather than try to tackle all things at once, firms need to organize their efforts most effectively. Here are three things that we’ve identified as low hanging fruit.
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Summary: The reality in affluent decision making is to ask around (word-of-mouth-influence). What follows shortly thereafter is a Google search. Although word-of-mouth influence remains the key impact factor in decision making, the trend to search online is growing. From my perspective, every financial advisor should build out his or her LinkedIn presence – it’s a terrific first step to an overarching digital strategy.
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Summary: Making the decision to implement a customer relationship management (CRM) system is a big one. Before embarking on the rest of the journey, there is much to be considered, and here we will talk in depth about making the decision to move forward toward the platform selection process.
