January 2018

The Financial Advisor’s Guide to Successful Podcasting

Successful independent financial advisors are always looking for new ways to grow their businesses. Some advisors are looking beyond traditional marketing vehicles like print and broadcast media to new marketing channels, including podcasting.

When done well, podcasts can be an effective...

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Investing in Cryptocurrency: How Should You Advise Your Clients?

How would you respond if one of your clients asked you whether he or she should invest in Bitcoin? Or another cryptocurrency like blockchain?

It’s possible. The value of digital currencies like Bitcoin has skyrocketed, leading some clients to fear that they might be missing out on...

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How financial advisors can improve the quantity and quality of their website traffic

As an independent financial advisor, you know that competition is stiff. There is no shortage of options out there for anyone looking for financial advice. And with the personal financial advisor group expected to grow at an above-average pace of 30% between 2014 and 2024, the race to win and...

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The benefits of account aggregation – How to choose the right tool for your firm

More and more independent financial advisors have started using account aggregation tools. Account aggregation software automatically gathers information from your clients’ accounts at different financial institutions and presents it along with custodied assets on a consolidated platform...

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