Bionic Advisor Interview Series: Michael Thorpe

At Finaeo, we believe the future of financial advice is “Bionic” — a combination of automated technology and the required human touch to provide an unmatched client experience. In our “Bionic Advisor” interview series, we are highlighting the personal stories of advisors and how they leverage technology…

Keep Reading

The Ultimate Checklist for Financial & Insurance Advisors to Close Off the Year

So over the last week, the snow has been coming down hard and it’s been getting chilly. I’ve been...

Keep Reading

The Five Tips I Wish I Had Known When Starting Out My Insurance & Financial Advice Business

Starting a new business is hard. That’s true whether you’re working on a tech company or building...

Keep Reading

The Four Technological Trends That Will Make Insurance & Financial Advisors Really Happy

In today’s blog, I want to discuss the four key technological trends that I believe will transfor...

Keep Reading

The Good, the Bad, and the Ugly of CRM for Financial & Insurance Advisors (And Should You Use One?)

Recently, I was listening in on one of our sales guys doing cold calls. When asked what Finaeo do...

Keep Reading

Insurance & Financial Advisors: How to Lose a Client in Four Easy Steps

So I’ve spent a lot of time talking about establishing strong relationships with your clients. Fo...

Keep Reading

The Six Steps to Implementing New Technology into Your Insurance or Financial Services Firm

So, in previous blogs, I’ve spent a good amount of time talking about how technology is the key t...

Keep Reading