Blog
Why you should use account aggregation
Posted by Lindsay Faussone, VP of Strategic Business Development, E*TRADE Advisor Services on August 5, 2019 | 0 Comments
Offering account aggregation is an effective way to add value to your client relationships, deliver better service, and set your firm apart from the competition. It provides a window into your clients’ overall finances by gathering data across financial and custodial accounts; as well as,...
Cyborgs and robos and hybrids, oh my!
Posted by James Capps, SVP, Technology Development, E*TRADE Advisor Services on July 9, 2019 | 0 Comments
By now, most registered investment advisors are familiar with automated advice platforms, or robo-advisors. While these services have been a disruptive force, the machines haven’t “taken over” in the dystopian sense that some had originally feared. In fact, many RIAs have...
Making the most out of your CRM
Posted by James Capps, VP, Technology, E*TRADE Advisor Services on June 20, 2019 | 0 Comments
The key to maximizing the benefits of a CRM system is nailing the rollout.
Customer relationship management systems, or CRMs, are a critical tool for independent financial advisors to keep track of their clients and prospects, monitor their sales pipeline, and perform many routine...
Broaden your role by providing clients a securities-based line of credit
Posted by Mike Lover, VP, Key Accounts, E*TRADE Advisor Services on March 28, 2019 | 0 Comments
Successful financial advisors realize that building a thriving practice today requires more than just offering financial and investment guidance to clients. You may want clients to view you as their personal CFO: someone at the center of their wealth management team who is overseeing their...