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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...

4 Brilliant Holiday Ideas for Financial Advisor Clients

Originally posted by Financial Social Media.

By: Amy McIlwain

It’s that time of year again! The holidays are just around...

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3 Easy Steps to Managing Forms

Sometimes it’s the little things that can cause the biggest headaches. The process of updating, maintaining, and tracking forms can be a major pain without an effective process in place. If your form process is currently ad-hoc, or worse, non-existent, consider putting a process in place to...

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SEO (Search Engine Optimization) Basics for Advisors

Knowing a little bit about SEO can help you make the most of your website’s search potential. Search engine optimization (SEO) is a method used to increase the visibility of your website or a web page in a search engine’s “organic” or “un-paid” search results. The better optimized your site, the...

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How Trust’s New Video Studio Presents Opportunity for RIAs

Trust Company of America recently opened its video studio to clients.  Video is a great marketing strategy for advisors, helping them to differentiate themselves and communicate their approach to clients (See: The Top Reasons...

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