Does your Financial Advisor Have the Right Incentives?

2017-01-05T10:45:02-06:00

Does your Advisor have the right incentives? Most people would hope that the person they have chosen to trust with their security, future, retirement and family livelihood would have their family’s interest as a priority. Sadly for many families this is not the case. Financial Advisors, Wealth Managers, and other terms commonly used for Financial [...]

Does your Financial Advisor Have the Right Incentives?2017-01-05T10:45:02-06:00

10 reasons financial advisors need a CRM

2017-01-05T10:45:02-06:00

If you have a goldfish memory. If you can't keep track of your upcoming tasks If you've ever forgotten an appointment If your clients have forgotten appointments because they didn't get a reminder If you can't recall the persons name even if you both happen to remember the appointment If you've ever confused [...]

10 reasons financial advisors need a CRM2017-01-05T10:45:02-06:00

Is your broker destroying your website with duplicate content?

2017-01-05T10:45:02-06:00

If you've been around the financial services industry very long you've probably heard at least one pitch from a group selling newsletters and websites. In fact, if you're in the industry you are most likely using one of these services right now....... It's ok, you're not alone and your broker most likely doesn't know they [...]

Is your broker destroying your website with duplicate content?2017-01-05T10:45:02-06:00
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