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.
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.
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