Advizr Blog / Industry Notes

by Advizr, on March 28, 2018

There are dozens of ways for advisors to segment their clients: age brackets, earning history and potential, AUM, professional affinity. Financial advisors currently capture these data points, but often don’t …

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Topics:Industry NotesClient EngagementPractice Management

by Vibin Joseph Chowallur, CFP®, CRPC®, CRPS®, on March 20, 2018

Financial advisors today do more work than ever for their clients, leaving little appetite for time-intensive services that clients may not want and provide limited value to the advisor’s practice …

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Topics:Industry NotesFinancial PlanningClient EngagementPractice Management

by Noah Herman, on December 6, 2017

Built for financial advisors and their institutions, client/advisor engagement and adoption is always top of mind at Advizr. This focus was picked up on by several large and very large …

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Topics:Industry NotesFinancial PlanningAdvizr Workplace

by Noah Herman, on October 25, 2017

As a result of the lineup of enterprise and institutional clients Advizr brought on board and partnered with over the past year, we became imminently aware of the constraints, pain …

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Topics:InsiderIndustry NotesFeatures and Skills

by Hussain Zaidi, on August 30, 2017

The US unemployment rate just hit a 10-year low of 4.3%. All financial services firms are experiencing difficulties in hiring staff, but it seems especially difficult to find qualified financial …

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Topics:Industry NotesFinancial PlanningPractice Management