We’ve seen these headlines countless times: Robo-advice is the way of the future or Financial institution introduces direct-to-consumer technology. Many industry experts believe that robo-advisors are on track to replace the traditional roles and responsibilities of human advisory services. As far-fetched as this sounds, it’s...
Advisors around the world are leveraging technology to automate various parts of their day so they can spend more time with prospects and clients. Connecting with clients in person helps advisors build trust and strengthen relationships. Unfortunately, advisors are often bogged down with administrative work...
In a world where artificial intelligence and machine learning seem to dominate media headlines, it’s become a common misconception that technology is out to replace human interaction. At Finaeo, we believe the opposite to be true. We don’t think machines can replace empathy and human relationships....
In hyper speed, 3, 2, 1...
What's your 30 Mile March for Summer 2018? Imagine being an explorer in Antartica. You have to make it to the middle of the continent by the end of the summer. Do you walk 40-50 miles in good weather and then a few miles or not...
In the recently posted article "How To offer More To Your Ideal Clients" by Grant Hicks dives deep into key questions pragmatic financial advisors in 2018 should be asking themselves. COMPETITION Grant starts his article with this one question: "Who is your competition? Can you confidently make that...
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. However, things are changing. As products become more sophisticated, fraud...
Since 2016, Finaeo has been shaping the conversation on the future of financial advisors and financial advice. In this book, you will find an assortment of the most popular articles written by Finaeo. These blogs range a number of topics, from best practices to interviews...
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 getting started, I was trying to think what I could write that would be truly valuable for financial advisors dealing with insurance...
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 kept the conversation somewhat abstract. However, I thought it would be interesting to tackle what a currently licensed financial...