Katelyn strives to deliver high-quality educational content to advisors in the financial services industry. She enjoys collaborating with all departments to showcase the thought leadership through the organization and leverage the knowledge and expertise of the Advicent team. Katelyn hopes to empower advisors with tools to boost their marketing efforts through content marketing and technology.
Client expectations are changing; therefore, your client experience must evolve with them. Use the three strategies below to start enhancing your client experience today.
With the financial services industry becoming more competitive, advisors must find new ways to engage with prospects and clients as well as demonstrate their value above robo-advisors.
Many clients look to their advisors as a source of information and financial life coach, rather than simply a person who manages their money. It is imperative that advisors proactively provide access to a client’s financial plan as well as relevant, educational information to increase a client’s overall financial literacy.
For many advisors and other financial industry professionals, conferences and tradeshows quickly fill the calendar as the year progresses. These events have become as much an exhibition of human ingenuity and technological advances as an informative networking platform.
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Financial services is a pretty broad industry. The industry as a whole ranges from one-person firms that handle very holistic services to very large firms handling a very boutique niche, and vice versa.
In a field where differentiation and first impressions are the driver of client relationship development and subsequent AUM, the future of the Narrator platform seems boundless.
With more and more people completing higher education and taking on staggering amounts of college debt, Millennials are scrambling to find ways to pay off the education for which they worked so hard.
It is not news that digital technology has caused people to expect instant gratification to their needs and wants. This is also becoming increasingly true in the financial services industry.
The process of starting a relationship with a financial advisor is often cumbersome and difficult. The client must organize their finances, and the advisor must manually enter a large amount of data.
The digital movement of financial technology is disrupting the current market in more ways than imagined.
There are many things to consider when deciding whether to annuitize a pension or take a lump sum. It is important to understand your clients fixed expense landscape.
Paolo Sironi is a global thought leader at IBM Watson Financial Services. He is a recognized author on topics such as quantitative finance and innovation, demonstrating international expertise in investment management, risk management, and corporate banking.
A successful playoff hockey team is comprised of sharpshooters, big hitters, and hot goalies. In the same way, a successful retirement plan outlines effective strategies in various areas such as saving, cash flow, and asset allocation.
We have been closely monitoring the new Conflict of Interest Rule from the Department of Labor (DOL) since its first draft more than six years ago. This rule, much like similar legislation found across Europe, Australia, Canada, and elsewhere, was written in order to protect citizens (investors) from conflicts of interest when purchasing investment products — specifically in regards to retirement.
With 47 years of experience, we have been able to develop and refine our suite of products to allow advisors to guide clients through the entire journey of the financial planning process.
NaviPlan® has long been considered the premier financial planning solution in North America. When it comes to comprehensive cash flow based planning, it has no equal. In financial planning circles, this a widely held and commonly accepted belief.
Many human advisors and firms began to feel threatened by this self-directed, digital alternative to financial advice, but trends within the robo-advice market are demonstrating that this concern may not be necessary.
The Department of Labor (DOL) has set a new standard for advisors by redefining who qualifies as a fiduciary. New objectives aim to ensure that advisors are always putting the best interests of their clients first, and reduces conflicts of interest for advisors by increasing fee disclosures.
The digital movement of financial technology is disrupting the current market in more ways than imagined. Applications can scale and touch millions of users overnight. This is creating a demand in the market to push their interactions with clients and prospects to leverage technology like never before.
The DOL Conflict of Interest Rule gets to the core issue for investors: trust. Trust remains one of the biggest reasons investors pick their advisor.
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