How to Be a Better Advisor
Advisor firms are comprised of a lot of moving pieces – reporting, billing, trading, etc. – but one element plays a more important part in your success than any other: the client experience. At the core of every great advisor is a process that leaves clients happy and...
How Institutional Trading Benefits Clients
In today’s post, we will look at the benefits of block trading, how we can help you manage custodian relationships, and how it could save you and your clients money. The Benefits of Block Trading Most of the larger broker-dealers have some level of institutionalized...
How Sawtooth Helps You Breakaway
When you’re starting a new independent financial advisory firm, two of your primary concerns are the time you spend getting set up and the cost of running a new business. The hours spent setting up technology come at a cost. Every minute you spend focused on something...
Should Advisors Outsource Their CIO?
Some companies succeed and some don’t. For every success story, there are dozens if not hundreds of companies that don’t make it. While a number of factors come together to influence why one company is successful and another isn’t, one of the most critical decisions...
The Outsourced Advisor: Why You Should Consider Outsourcing Your Back-office
When you think about outsourcing elements of your advisory practice, does it leave you with a positive or a negative reaction? We strongly believe in the power of outsourcing for advisors because we have seen firsthand how it creates more efficiency and, ultimately,...
The Beginner’s Guide to Salesforce for Advisors
If you’ve seen a commercial for the new iPhone X, you have probably been exposed to the technology known as “augmented reality.” While Augmented Reality (AR for short) is not necessarily “new,” it has recently become accessible to the general public through new models...
A Guide to Digital Account Opening for Advisors
Technology improved at an amazing pace during the twentieth century, and it seems to have shifted into overdrive so far in the twenty-first century. Each new generation has seen its own advancement in communication. From the telegraph, to the telephone, to pagers, to...
