This past holiday season led one of my team members into her first predicament of customer service versus client management. When was it okay for her to be a “yes” person, and when was it better for ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization’s needs. Client management ...

Digital Vaults bring multi-generational engagement (and value) to the table, ultimately serving as a digital moat for institutions and family offices, paving the way for the modern high-touch advisory ...

The Client Experience Manager (CEM) leads a high-performing team of Client Experience Account Managers and a Digital Solutions Planner to drive client satisfaction, retention, and revenue growth. The ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Earlier this year, the wealth manager reported progress with technology ...

One of the main benefits of working with a financial advisor is receiving a personalized client experience. And what adds value for each client is very personal. Your clients want you to understand ...

When young advisors enter the field of wealth management, I think a lot of them may be surprised at how much succeeding in this industry relies on building relationships. Of course, knowledge of the ...