Financial wealth management roundup

Five educational materials to help you and your financial advisors succeed

In financial wealth management, you need more than technology to succeed. You need a partner that understands your business and incentivizes growth. I’ve curated recent blog posts, videos, and white papers with tips from our leaders to help you prosper.

The Future of Wealth Data [webinar recap]
When the volume of information is growing exponentially, how can you help advisors negotiate complex data to anticipate future events and client needs? In a webinar hosted by the Financial Services Institute, Advisor360° SVP, Chief Technology Officer Jed Maczuba discusses data challenges and trends that will help broker-dealers create and manage high-quality data for their advisors. Watch The Future of Wealth Data webinar or read about trends that we believe will influence wealth data quality.

Insurance broker-dealer transformation: navigating a path forward [white paper]
Insurance broker-dealers fell behind in technology investments. The race to innovate and upgrade insurance and wealth management is happening now. How will you decide what to optimize after you’ve made the decision to invest in new technology? Advisor360° President Darren Tedesco has spent most of his career as an executive at one of the largest broker-dealers in the country, with almost two decades of driving and overseeing their technology efforts. Learn how insurance agents can truly deliver great outcomes for clients.

Improving communication with advisors’ clients [video]
If the pandemic taught us one thing, it is perhaps that humans are resourceful when it comes to communicating with one another. As they say, “when one door closes, another opens.” Advisor360° President Darren Tedesco sat down with Founder of Beacon Strategies, LLC Chip Kispert to discuss future trends in advisor-client communication. Listen to the biggest shift that Darren Tedesco sees in the next five years.

How Digital Onboarding aids wealth advisors [Advice360°™ blog]
In February, we were pleased to announce that we had launched Digital Onboarding. Digital Onboarding transforms how financial advisors do business by reducing the amount of time it takes for their clients to start using new products and services. In this Advice360° installment, Advisor360° Product Manager, Account Operations Meredith Connell discusses the importance of digital account opening tools for creating, editing, funding, and acting on investment accounts. Hear from Meredith on how account opening tools can save your advisors time.

Tools that improve portfolio reporting [Advice360° blog]
In this installment of Advice360°, Advisor360° Product Manager, Portfolio Reporting & Analytics Joe Marsh explains how our reporting tools save time. Reports that used to take hours to compile and analyze now take seconds with 1-Click Review®. Learn what other financial wealth managers are doing to increase their productivity with Advisor360°.

Cynthia Stephens is Vice President of Marketing at Advisor360°, developing go-to-market strategies that drive growth for the company’s Software as a Service (SaaS) platforms and leading marketing efforts including positioning, content, demand generation, digital, and product marketing.