Advizr Blog

Let Client Profiling Supercharge Your Advisory Practice

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 use them to accelerate client value and scale their practice. In fact, client profiling may be the most underutilized tool in an advisor’s toolbox!

Read More

Tags: Industry Notes, Client Engagement, Practice Management

Debunking the Three Most Common Myths of Financial Planning

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. Unfortunately, holistic financial planning often falls victim to these three well-traveled myths.  

In today’s article, we’ll refute each of these and demonstrate how financial planning adds value to both advisors and their clients.

Read More

Tags: Industry Notes, Financial Planning, Client Engagement, Practice Management

Bridging the Gap Between Financial Wellness & Employer Benefits

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 institutions, all of whom were seeking something previously unavailable to them - the capacity to quickly, efficiently and comprehensively onboard a number of individuals (i.e., participants in mega 401k plans, or a company’s entire employee base), provide them with tangible, actionable financial advice, coordinate and assimilate their benefits, and ultimately, advance financial well-being across the entire population of individuals.

Read More

Tags: Industry Notes, Financial Planning, Advizr Workplace

Get ready for the real acceleration of advisory and client engagement

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 points, and gaps facing the corporate side of the wealth management industry. It is with these in mind that Advizr will be introducing a new feature set.

Read More

Tags: Insider, Industry Notes, Features and Skills

3 Steps for Implementing an Effective Financial Planning Process

 

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 planners.

Search any job board for financial planner positions and thousands of results appear with 79,315 listings on Jobs.com alone! The vast majority of these openings are at wirehouses and large broker dealers. If this is a fair reflection of the market, one would suspect that these large firms are assembling sizable financial planning armies in their back offices.

What is behind this effort?

Read More

Tags: Industry Notes, Financial Planning, Practice Management

1 2 3

Subscribe to our Blog