How Financial Advisors Can Achieve Personalization at Scale
Lifelong client relationships are the lifeblood of the financial advisory industry. As advisors, you often emphasize expertise in a specific demographic of client, and important words like differentiation, segmentation, and personalization are continually talked about in terms of how you
How Financial Advisors Can Gain Traction Through Focus and Clarity
You are in control of your business — surprise! This is the biggest secret that every financial advisory firm leader should know. Believe it or not, you have the power to choose which clients you serve, how to serve them, and
Tailor Technology to Suit Your Clients — Not the Other Way Around
Virtual Certified Financial Planner Derek N.H. Notman, CFP®, shared an interesting post on LinkedIn. With the following graphic, he posed the question, “Fellow financial advisors, what is wrong with this picture?” The post spurred a thoughtful discussion about the role technology