August 17, 2018

The Best Technology Event for Advisors that You’ve Never Heard Of

One of the best and most significant annual technology conferences for advisors is one that is not open to advisors: The TD Ameritrade Institutional Technology Summit. […]
December 15, 2017

Advyzon: One of the Industry’s Best Kept Secrets

It is rare in this industry to come across a well built, intuitive platform for advisors that is value priced, yet relatively unknown; that’s exactly what […]
June 28, 2017

Millennial Money: Questions Every Advisor Should be Prepared to Answer

I’ve worked in the financial technology industry for nearly six years and have helped countless financial offices get up and running with Redtail as their new […]
May 25, 2017

Five Essentials of a Working CRM Solution for Advisors

What your office does in your CRM today should pave the way for efficiencies and growth tomorrow Regardless of the story of origin for your advisory […]
November 1, 2016

Halloween’s Over! Have You Begun Preparing Your Holiday Campaigns?

Trick or Treat! You probably uttered those words hundreds (or thousands) of times yourself as a kid. Most likely you’ve answered your own door as an […]
September 27, 2016

The New Age of Client Referrals

As a financial advisor, you’re in the business of relationships. You build relationships with clients so you can manage their wealth for them, and doing that […]
August 30, 2016

How Your Portfolio Accounting System and CRM Can Work Best Together

It’s not too hard to come up with a list of things that work better together: Sonny and Cher, waffles and fried chicken, Simon and Garfunkel—although […]
August 23, 2016

Streamlining the Client Onboarding Process

Technology in every industry has been slowly moving to the digital sphere, and the move to digital has made many tasks a lot easier. Take watching […]
July 20, 2016

Rise of the Machines

Whether it’s a young Arnold Schwarzenegger breaking through a wall or a space station turning against you, the machine takeover has been on the minds of […]
July 11, 2016

Are You Burning or Building Generational Bridges?

Fidelity’s 2015 RIA Benchmarking Study found that 23% of clients are 70 years of age or older and that they hold 28% of assets. One can […]