by Corey Westphal | Feb 8, 2024 | Tips & Resources
Chances are your firm’s tech stack consists of platforms and tools provided by multiple providers (around five different providers, to be exact!). You have a CRM to track important client data, an email management system for sending newsletters, portfolio management...
by Corey Westphal | Jan 30, 2024 | Tips & Resources
Imagine a scenario where a client has sent you important financial information in a PDF. You need to download the data, convert it into a spreadsheet and upload it into both your planning software and CRM. You’re painfully aware that a single mistyped number or...
by Corey Westphal | Jan 11, 2024 | Tips & Resources
If you’re part of the IT staff at a large financial company, chances are you interact with APIs every day, whether you realize it or not. Whether you’re posting on social media, checking your weather app, using a GPS system or even recording notes with Mobile...
by Corey Westphal | Dec 19, 2023 | Tips & Resources
The best advisor tech tools offer a bridge between thought and action, making your workday go by smoother and freeing up your time to focus on delivering quality service. For many, dictation software offers just that – providing efficiency and new opportunities for...
by Corey Westphal | Dec 12, 2023 | Tips & Resources
With somewhere around 300,000 financial advisors in the United States (and more projected to join the profession in coming years), it’s more important than ever to set yourself apart as a top-tier industry professional. From embracing new tech to furthering your...
by Jason Nachreiner | Dec 5, 2023 | Tips & Resources
From managing back-to-back meetings to ensuring compliance documentation is impeccable to marketing their firm to overseeing staff, advisors often live their lives at maximum capacity. With so much to do, productivity-enhancing tech tools are a must for busy advisors....