Two decades ago, the concept of experience creation was virtually absent from the realm of service delivery and support. Service providers focused on delivering the service itself, with any issues ...
Technology should make an advisor’s life easier, but too often, fragmented systems and disconnected platforms create more challenges than solutions. Join Reed Colley, President of Orion Advisor Tech, ...
For a moment, think about your favorite restaurant. If you frequent the location often, the waitstaff may know your name, your favorite dish and where you like to sit. All of these elements create an ...
Gaining clients’ trust can be challenging for advisors. Zaneilia Harris, a Certified Financial Planner based in Upper Marlboro, Maryland, shares stories about her own financial journey. “I tell my ...
If you’re planning to serve high-net-worth (HNW) clients (those with a net worth of at least $5 million), you’ll need be ready to address a distinct and highly specialized set of needs. In many cases, ...
The theme of this year’s Advisor Growth Summit might be positioning businesses for a future of innovation and growth, but to Richard Beckel, who leads the practice management group at RBC Wealth ...
Our daily routines are digitized in all aspects - from cooking and cleaning to finding the best restaurants and planning vacations. There's no denying that technology makes life easier, but in the ...
On the flip side, when was the last time you encountered a fiduciary whose files were a blend of trade secrets, inexplicably saved URL links and documents buried deep within email communications? It’s ...
Creating philanthropic experiences for your clients builds a stronger Colorado — here's how to do it
To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Creating meaningful, philanthropic experiences that benefit ...
Like all modern operating businesses, accounting firms today can't look like those of the past. Clients are expecting change, and so are the employees that engage them. Digital natives make up more of ...
RALEIGH, N.C.--(BUSINESS WIRE)--ShareFile®, the secure, collaborative client experience solution, today announced the release of ShareFile® for Accounting, designed with the unique needs of accounting ...
Call me Captain Obvious, but understanding your clients is critical to building a successful practice. (Yes, I know … “Thank you, Captain Obvious!!”) Two powerful tools that help achieve this ...
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