While it’s nice to set aside time to ramp up financial literacy efforts, this is an ongoing issue in our country which spans the gamut of ages from adults nearing or in retirement all the way down to our children. Beyond focusing on a month of events and articles, here are some thoughts on what we can do to improve financial literacy all year-round.
What role will technology will play in the future? We can only speculate. But by looking into the past, we may start to envision how technology will shape our business relationships in the future.
Watch a replay of our live webinar on how to maximize your mobile experience. We discuss why a seamless mobile experience is vital to a financial advisor’s business. And we reveal what it takes to connect with your current and prospective clients via their preferred mediums.
Join eMoney and special guest speaker Ryan Russell for a live webinar on Wednesday, June 8 at 3:00 pm ET to learn why your website and client site must be mobile-friendly. And why having a strong digital presence accessible from anywhere is no longer a luxury – it’s an expectation.
As an advisor rolling out eMoney’s wealth management technology to clients, you’re bound to come across a few clients who are less-than excited to deviate from their traditional methods of keeping up with their finances. Here are some of the most common objections you’ll encounter when introducing the client website and our recommendations for overcoming them.
According to the 2015 InvestmentNews Technology survey, advisory firms spent 22.4% more on tech in 2014 than they did in 2013. And over 90% of respondents said they planned to continue to either spend the same or increase their spending. But there is always the question: is that money being spent wisely?
If you haven’t optimized your website for mobile use, now is the time to embrace the mobile movement and give your clients an experience they’ll want to come back for again and again. To get you started, here are 10 ways to put your mobile clients’ needs first.
When it comes to online interactions, design is key. It works with the substance of your service to create an engaging experience that will keep clients and prospects coming to you for online wealth management time and time again.