Insights Technology

During our Excell conference in May, keynote and futurist Howard Tullman made this astute observation:
“Today, the rate of change is the slowest it’s going to be for the rest of our lives,” he said.

Soon, clients will demand from you the same instant satisfaction and seamless experience they get from every other daily interaction with brands like Netflix and Amazon.

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If you are a financial advisor, you have surely been asked about Bitcoin. Because of the parabolic rise in price in 2017, there is much hype and interest in the Bitcoin/Cryptocurrency space. Advisors are asked their opinion, but are themselves, by and large, confused about the space as well. This short essay will attempt to …

Earlier this month, I had the opportunity to visit the Technology Tools for Today conference in Las Vegas. Although many emerging technologies were presented throughout the event, it was the discussion of Artificial Intelligence (AI) that really piqued my interest. Poised to become a major disruptor over the next few decades, AI will allow clients …

When the Telecommunications Act of 1996 deregulated the telecom industry, executives at the old regional Bell companies faced a momentous decision. They could join the disruptors who began using fiber optic networks to provide phone service at a fraction of what it once cost, or they could try to fight the evolution of the industry …

Are you familiar with who’s visiting your website? The primary goal of your website is to educate and convert visitors into prospects.

It took 38 years for radio to reach 50 million users—but just 13 years for TV, four years for the internet and 35 days for Angry Birds, as a recent report on the investment management industry by KPMG [i] points out.

The quality of your advisor client experience can mean the difference between gaining, keeping or losing clients at your wealth management firm. Serving clients well, and continuously improving the client experience, should always be top of mind for your advisory business. When you consider the advisory client experience, you may think of things such as …

Our society has experienced a serious technology boom over the past 15 years and has forced new ways for offices to operate. Financial advisors are not immune to these changes in technology. Technology adoption may sound intimidating to some, but ultimately it is a necessity to keep your practice moving forward.

In my role with the Client Experience Optimizer (CEO) team here, I spend every day focused on technology, productivity and efficiency. Most of us spend eight (or more) hours on the computer every day. Computer use – productive computer use – is a cornerstone of efficiency for our team, our partners and also for any …

First and foremost, Robo-Advisors are not advisors at all. This is once again another example of a Wall Street marketing ruse designed to mislead the public into believing they will receive individual attention, help when they need it and optimal risk-managed portfolio design.