So, this is the fourth blog in our series on technology and financial advisors. For part one, on building a great online presence, go here. For part two, on the most important similarity that great financial advisors have, click here. Finally, part three, on how...
In today’s blog, I want to continue our current conversation about how technology can change the way financial advisors do business for the better. If you haven’t yet, take a look at our first blog article - an interview with Lester Tiro from Website Advisors....
This is part two of our four part miniseries on technology and how it can help financial advisors grow their books. For part one, check out our post from last week titled “the Best Practices to Build a Successful Online Presence as a Financial Advisor.”...
This blog is a little different from the usual. It's also part one of our three part series on how technology can help financial advisors grow their books. As a tech nerd, this topic has been near and dear to my heart. After all, throughout...