by Jason Leo | May 8, 2018 | Blog, Grant Hicks, Guest Authors: Grant Hicks, Ideal Clients
To see the full article click here https://www.wealthprofessional.ca/news/emerging-markets/the-key-to-scaling-your-advisory-business-241937.aspx The successful advisors of the past will not be heading the field in the future, according to a leading practice...
by Jonathan Bega | Mar 23, 2018 | Blog
Our Blog Why You Should Care About Compliance by Donald Chu Compliance is becoming a big part of an advisor’s business. For veteran advisors, they may reminisce of a time when there were few requirements other than an advisor report at the back of the application....
by Jonathan Bega | Jan 10, 2018 | Blog
Our Blog New Year? Let’s Look at the Three Lessons the Data Teaches Us About Top Performing Financial Advisors! by Jonathan Bega Happy New Year! Let’s Talk Data So, the Finaeo platform has been out for about six months now, and with the New Year just...
by Greg Rozdeba | Jan 2, 2018 | Blog
Our Blog As a young, aggressive intern I spent time with the marketing department at a suburban SaaS company to hone my understanding of their client base. A big meeting was called (catered too), to launch our campaign targeting a new market subset that showed a lot...
by Jonathan Bega | Dec 5, 2017 | bionic advisor, Blog, CRM, Technology
Our Blog The Four Ways to Begin Transforming From a Financial Advisor to a Bionic Advisor Today! by Jonathan Bega The Hypothetical Playbook for a #Bionic Advisor So, I’ve written at length about the bionic advisor and how the future will be bionic. To date, I have...
by Jason Leo | Nov 21, 2017 | bionic advisor, Blog, podcast
Our Blog #PODCAST-ALERT! Is Technology the answer to being a highly productive #bionicadvisor? What about going BEYOND DATA. LISTEN HERE:https://goo.gl/RHgJ8y Are you providing your clients with a 365-degree comprehensive plan? This week our Head of Marketing Jason...
Recent Comments