Three Key Themes from the Future of Financial Advice Summit

11/25/19 10:24 AM / by Jeff Quigley posted in Digital Advice, Event

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Investment News’ “Future of Advice” conference was illuminating for many industry leaders. It featured a star-studded lineup, whose presentations centered around merging digital and human advice to provide superior client experience. This action-packed day unearthed three common themes from the panel and break out discussions.
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10 actionable ways advisors can use Twitter in their practice

11/19/19 9:31 AM / by Matt Nollman posted in Personal Branding, Digital Advice, Social Media

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From creating engaging content to planning creative campaigns, it can feel overwhelming for busy advisors to create an impactful Twitter strategy. The financial world moves quickly, and we need tools in place to help us keep up. When used strategically, Twitter can help advisors stay on top of relevant news, source content to share across their social channels and position themselves as thought leaders in the financial space. The news is significantly more diluted today than it was 20 years ago, and Twitter can help you sift through the noise.
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5 Key Takeaways from Schwab IMPACT 2019

11/11/19 12:13 PM / by Steve Zuschin posted in Advisors, Digital Advice, Event

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Leveraging technology to grow an advisor’s business was the main theme of this year’s event. Each session touched on a mixture of what’s coming next year, which technology applications will take advisors’ practice to the next level, and how advisors can use digital marketing tactics and strategies to attract new clients.

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How advisors can develop a strong LinkedIn presence

11/7/19 2:29 PM / by Matt Nollman posted in Personal Branding, Digital Advice, Social Media

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LinkedIn is a powerful social media channel for business. With a strong plan and a long-term commitment, LinkedIn can help advisors increase visibility and boost their reputation. Advisors should play to their strengths on the platform, sharing content that positions them as a leader on topics that differentiate their practice.

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A disruptive look at the confluence of digital and human advice

9/27/19 10:05 AM / by Jack Sharry posted in Advisors, Digital Advice, Financial Planning

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Earlier this year, industry leader Steve Gresham and I engaged with InvestmentNews to host roundtable conversations with the architects, builders and champions of tech-enabled platforms that are powering the future of financial advice.

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Closing the gap between perception and reality in financial planning

9/26/19 4:14 PM / by Jack Sharry posted in Digital Advice, Financial Planning

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The rumored multiples paid for the recent purchases of financial planning firms like MoneyGuidePro and Advizr — 25 times revenue — have been eye-popping. Envestnet reportedly spent over $500 million for MGP, while Orion paid $50 million for Advizr.

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Digital plus human equals the future of advice

8/12/19 12:30 PM / by Jack Sharry posted in Advisors, Digital Advice

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Speculation about the future of advice will never end, and with good reason: The future is unpredictable. But when the future conversation about the future focuses solely on technology and the disruptions that will emerge as a result, we lose sight of the common thread that weaves through investing's past, present and, yes, future: people.

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