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Advisor businesses are growing, in client numbers and geographical reach. Investors typically find advisors through personal referrals, but also increasingly use online searches and social media to make a connection. One study found 65% of clients research potential advisors through social networks, and 86% use those networks to help in their buying decisions.

Some call it the “consumer revolution,” where clients are becoming collaborators in their financial planning. Fintech and social media train investors to expect efficiency, transparency and accessibility. Rather than a relay of information from advisor to client, limitless information online and booming client-focused tech innovation enables the client to exchange ideas with his or her advisor.

A recent survey by Accenture Research found 88% of advisors believe their clients are more knowledgeable about the investing process and available product solutions than they were five years ago. And...

How Sales Analytics Provides Insight into the Health of Your RIA

Contributed by Tim Norton, Client Enhancements at Trust Company of America

How much do you really know about the health of your RIA?

A comprehensive sales analysis is one of the best ways to gain insight into the health of an RIA. Sales Analytics, Trust Company of America’s...

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How to Create a Perfect Advisor Blog Post

Originally posted by Maggie Crowley on Advisor Websites.

I have spent a good deal of time trying to convince advisors of the...

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Top 5 Search Engine Optimization Don’ts for Advisor Websites

Don’t miss this Thursday’s Genius Session: Learn how advisors are driving traffic to their website with SEO

As an advisor, you want to draw the right kind of investor to your website. Yes, it’s nice to have high web...

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Ready for Your Next Regulatory Exam? Here’s How to Survive.

Be sure to watch the webinar: How to Survive a Regulatory Exam.

Are you prepared for your next regulatory exam? If it’s been awhile since you’ve had an exam, or if you’ve never had an exam, it’s important to prepare so you...

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