Blog

I will be presenting two live 30-minute webinars with Redtail Technology this month. The first one will be on how to build effective workflows.

The second webinar will show you the brand new, customizable workflow system templates that are built into the new Redtail Tailwag workflow engine.

We are very excited about the new information and tools I will be showing that will allow Redtail users to work more efficiently and deliver ...

As the heat builds up behind the emergence of the new category of online financial investment management providers, the so-called “Robo-Advisers”, many in the industry are predicting they will have a big impact on how investment advice is delivered and charged for in the future.

Backed by millions of venture capital dollars, these technology disruptors have set their sights (and literally their sites) on the investment management industry and have introduced an ...

Survey any independent advisor’s website and the words, “personalized,” “customized,” “unique,” and other similar adjectives jump out as key to their value proposition and service delivery.

While this level of service is something that all firms aspire to deliver, the reality is that very few do.  The very nature of providing a high level of personalized service and custom delivery for each and every client has been a goal that many ...

One of the more interesting aspects of the financial advisory industry is the prevalence of prognosticators who predict trouble for the long-term sustainability of independent advisors.  Case in point:  Mark Hurley. 

For those of you who are not familiar with Hurley, he is the CEO of Fiduciary Network, a financing company that provides succession capital to advisors.  Hurley has just released a new white paper entitled, “The Brave New World of Wealth Management.” Read More

These days, there is a lot of talk about integration, with most industry pundits, broker dealers and custodians limiting their focus to the topic of technology integration. Designed to drive advisor efficiency, technology integration is mostly focused on bringing systems and applications to work better together and to decrease the number of steps necessary to complete various tasks.  

However, for those of us who are practicing financial advisors, I think there is another meaning of the definition of integration ...

On a recent trip, I was walking down the streets of New York City and I couldn’t help but notice the proliferation of Starbucks coffee shops.  The iconic branding of the Starbucks logo and the lines to get a simple cup of coffee strike me as something that has profound implications for financial advisors. 

Starbucks has mastered providing a consistent customer experience. How have they accomplished this? It has systematized the process of procuring coffee ...