Financial planner software for Advisors ready to enter the digital age
Over a century ago, Emmert Wolf wrote that “a man is only as good as his tools”. This remains true to this very day. If
THE 21st CENTURY FINANCIAL ADVISOR BLOG
THE 21st CENTURY FINANCIAL ADVISOR BLOG
Created for Financial Advisors by a Financial Advisor
Empowering the financial advisor of the 21st century with cutting-edge ideas, strategies, and tactics to make more money, work less, and have an amazing life-work balance.
Category: Practice Management
Productivity Apps
5 great productivity apps for Financial Advisors As a Financial Advisor, you have plenty on your plate. From juggling client meetings and managing your business
Conneqtor Partners with FMG – Press Release
Conneqtor Partners with FMG to Help Financial Advisors with the Implementation of Proven Marketing Best Practices Industry leaders band together to spearhead advisor growth by
Derek Notman Rising Star Award & Wealthies Finalist Press Release
Derek Notman awarded Rising Star Award and is Named a Finalist in the 2022 WealthManagement.com Industry Awards (Wealthies) for (July 14, 2022) — Derek Notman,
Why Consumers Don’t Use Financial Advisors and How We Can Fix It
According to a survey by CNBC, 99% of Americans don’t use a financial advisor for various common reasons such as lack of trust, transparency, or
How To Build A Financial Advisory Practice Online
Key Point Summary As a financial advisor, you should consider adopting a virtual (or hybrid) approach to positioning yourself as a leader and resource to
How Thriving Financial Advisors Acquire & Work with Ideal Clients – Webinar Replay
How Thriving Financial Advisors Acquire & Work with Ideal Client – Webinar Replay It’s 2021 and the truth is that the only way forward as
Going Virtual – The Value Of Being A Location Independent Financial Advisor
Helping clients with their financial planning from a sandy beach in South Africa may sound too good to be true, but it’s not, and I’ve
Best Practices & Tips for Financial Advisors When Working with A VA
Building a team of virtual assistants is one of the best business decisions I ever made. I was tired of the high costs associated with
How to Adopt a Virtual Sales Process for Your Remote Practice
At the start of 2020, companies and financial advisors were scheduling client dinners and booking business trips to conduct face-to-face sales meetings. This way of
