Sep 22, 2020 | Financial Advisors, Growing Advisors Business, Retirement Planning Software
Since COVID lockdowns began about six months ago, interacting with customers has become more interesting than ever. I have been listening intently, wanting to know what has helped some advisors continue to succeed. What are they doing differently that helps them...
Aug 4, 2020 | Retirement Planning Software
“We’re thinking we’ll create our own software,” a prospective client told me recently. I sighed, partly because I might lose a sale, but more so because I am well aware of the difficulties of developing your own software. In-house software development is more work...
Jun 9, 2020 | Financial Advisors
The amount of education and professional licensing a typical advisor has is amazing. Most have a bachelor’s degree, and some have an MBA or other master’s degree. Add to that the professional licensing required of an advisor: Series 63, Series 7, and additional state...
Apr 28, 2020 | Financial Advisors, Growing Advisors Business
As a teenager living in Africa, I remember lightning striking very close to me a few times. One time, I had been on the phone and found myself on the floor wondering what had just happened. Another time, a tree standing 100 yards from my house blew apart with a loud,...
Mar 24, 2020 | Support, TRAK
Going remote in 2020 The needs we had yesterday are different than the ones we have today. COVID-19 is rattling the stock markets, shuttering schools, quashing March Madness, upending travel plans, and introducing terms like “social distancing.” The world is changing...
