We’ve Been Featured In The Investments & Wealth Monitor!

We are thrilled to have a new article published in the December 2020 issue of the Investments & Wealth Monitor, a bimonthly educational magazine for financial professionals published by Investments & Wealth Institute. 

The November/December 2020 issue was all about behavioral science; most notably how advisors can help clients make rational investment decisions by understanding and identifying common biases they hold.

My article, “How to Choose the Best Technology for Your Investment Advisory Firm,” takes it a step further by diving into how you (as a financial professional) can invest in yourself through proper technology. 

In the article, we cover: 

Five tips for choosing the right technology for your firmThe best technologies for client experienceThe best technologies for growing your businessHow much of your budget should go toward digital marketingHow to decide if you should outsource your marketingWhere advisors can find more support

It’s an information-packed feature full of wonderful ideas to help you leverage technology to fuel your business goals. 

Read the full feature here and let me know what you think!

About Investments & Wealth Institute

Investments & Wealth Institute is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. Through their events, continuing education courses, publications, and advanced certifications, Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®), the Institute delivers premier-quality, practical education to advanced practitioners in more than 38 countries.

Need Help Growing Your Business?

The coronavirus pandemic has brought on a digital revolution in the financial services space. The advisors who embrace this change and adopt new technologies are the ones who will make the biggest impact on their clients’ lives. More than ever, you need integrated tools and solutions to show your clients you care and help them continue moving forward during these challenging times.

If you need help leveraging technology to grow your business, please reach out to us. We’d love to hear about your situation and offer suggestions on how you can attract your ideal clients, increase your AUM, and accomplish your goals through digital marketing. Schedule your complimentary meeting now to get started.

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