Kyle provides revenue and sales analysis for all Advicent go-to-market teams. These analytics optimize Advicent pipeline forecasting, marketing strategies, and leveraged media channels to improve efficiency of sales operations. Kyle is interested in combining his three passions: tech, data analytics, and marketing, to drive success.
The Advicent Innovation Summit brings together large financial advice institutions, independent financial advisors, FinTech consultants, thought leaders, and FinTech press
Simplifying a complex system like the economy provides great value in understanding it.
As advisors are pushed to take on more clients and provide each client with a more personalized experience, time efficiency in providing personalization becomes of paramount importance.
Consumer demands force businesses to perform in a specific manner to acquire their business. Regardless of the DOL fiduciary rule going into effect, clients now expect their advisors to provide them with advice that is compliant with the fiduciary standard.
Knowing the buyer is critical to the success of your business because the business can make effective decisions based upon the ultimate boss: the customer.
When looking at a bank or wealth management firm’s corporate structure, financial advising is classified as a sales function under the corporate organization chart. Managers of financial advisors are accountable for generating revenue in the most efficient way possible.
There are many ways to keep an eye on your marketing efforts. Some of the most common means of tracking those efforts are wrapped in a high-level attribution system that consists of a Google Analytics code, goals, and UTM parameters.
Whether you define success as additional product sales or a higher percentage of potential clients granting you assets to manage, tracking is the first step in understanding the ROI of our tools.
As the dust has settled on the role of robo-advice, the use of the term “advice” is often a misnomer. In its current iteration, robo-advice is doing anything but providing advice.
What do penicillin, erasable computer memory, and financial planning workflows have in common? Major use cases for each of these inventions were discovered as a side effect of the original intention of the invention.
In many technology companies, sales teams are no longer handling the relationship with a client after the sale.
Presentation Module, a feature in NaviPlan®, brings firms process benefits that result in business growth, even during changes to the advisor workforce.
Advisors and banks have all heard a lot about Bitcoin. To the untrained eye, Bitcoin is a currency that represents an investment vehicle. But what if I told you that Bitcoin’s biggest impact will be to change all financial transactions from simply buying stocks to financial derivative trades?
“All models are wrong, but some are useful,” said George E.P. Box, a famous statistician. Everyone has mental models of how the world works because a model provides a simplified explanation for a very complex world.
Open source software is one of the latest phenomena in software development. Open source software, the opposite of proprietary software, is exposed to the public for the world to see.
In an essay titled "The Hedgehog and the Fox," writers and thinkers are categorized into two distinct subsections: hedgehogs and foxes.
Working as the Revenue Operations Lead, a big part of my job is finding new software to help our sales and marketing teams flourish. However, finding the best software fit can be extremely challenging.
Advicent recently held our 2018 Rally Week to reflect on the first half of the year and kick off the remaining second half.
Fourth quarter is an important time to create your business plan for the year to come. Many of you keep track of your business plan in your head, but creating a written business plan is important because it creates actionable goals.
Bitcoin has made waves in the news recently due to the extremely high price it is fetching and the wild price swings it is going through. It is likely that your clients are wondering how bitcoin functions and what exactly drives its price.