Virtually working smarter, not harder
While some financial advisors prefer meeting with prospects and clients face-to-face and holding events such as seminars, that’s not always possible or practical. It could be because of social distancing...
Tag Archives: technology
Creating a better version of yourself and your business
In the midst of the current pandemic, many companies are facing great challenges in supporting their employees, who now are mostly working from home (WFH) to adhere to government recommendations....
A tech process one member can’t live without
Ryan J. Pinney likes to joke that he has been conducting business on the internet since before Google was a verb. Except it’s not a joke. Pinney, an 11-year MDRT member...
Ensuring that your CRM is saving time, not costing it
When your business is in a growth phase, it’s really important to tighten up the process. In my business, it’s just me currently. I’m not at a space where I...
4 steps to take when creating an app
Like many highly impactful endeavors, the mission started small. Gareth Alexander, Dip PFS, BSc(Hons), simply needed to expose clients to a new branded portal where they could schedule appointments and view...
Technology and strategy can transition your business for the future
While the number of robo-advisors, or automated financial guidance, in many parts of the world is increasing for those seeking low-cost financial advice, it doesn’t spell the end of human...
Use technology to enhance connections with clients
By Jean M. Mathieu, CLU I brought in a group of clients and asked them to review our service, our process and everything else. One of the things they wanted was...
Approaching technology with excitement opens up opportunities
What would happen if you decided to focus on the positives in the media instead of the negatives? Angus Hervey did just that. He made a decision to no longer...
Want to make it easier to travel, lock your doors and remember to do small tasks?
Find out how with this roundup of the latest in technology for busy advisors: Travel buddy Keep all your travel plans in one place with the help of TripIt, an app that...
3 tips for hiring a virtual assistant
Hiring a virtual assistant to handle some of your professional and personal tasks can free up your time for more strategic, profitable opportunities. Here are some tips for how to...
5 necessary cybersecurity questions
When it comes to handling your company’s risk for a cybersecurity breach, Michael Dundas, client services director for Herjavec Group (owned by Robert Herjavec of the reality show “Shark Tank”),...
Cybersecurity: Who’s really sending you emails?
Advisors always want to do what’s best for their clients. What happens, though, when hackers pose as clients, and are savvy enough to replicate the communication styles of their victims? William...
Be tech-ready with a remote client
In our ever-more connected world, clients can be minutes, hours or even continents away. When seeing your clients face to face is not possible, how do you maintain your professional...
