Are you FlexGen? Learn what it takes to join the movement sweeping the financial service industry in our four-part webinar course.
Today, it isn’t uncommon to turn on the news and hear about a significant cyberattack. Know how to keep your private data safe using these simple security measures.
Have you put any thought into succession planning? If you’re leaning toward handing the reins of your business to an internal successor, we have a suggestion that might help you find a worthy candidate.
Don’t let flimsy security policies cost you. Here are six important questions to ask your tech vendors to make sure the technology used by both you and your clients meets the highest standards.
What is an ideal client? It’s a common term in marketing circles; though, the concept should pique your interest nonetheless. An ideal client benefits from the financial service you provide and their business delivers the biggest value to your bottom line. Ideal clients are loyal, they collaborate with you often, and they refer you to…
High-net-worth clients have a particular set of needs. Learn how to land this highly sought after demographic and grow the success of your business.
Smart devices are everywhere. Chances are, you’re reading this article from one right now. This technology makes our lives easier, more convenient, more efficient, and in truth — more enjoyable. They make you feel like you’re living in the future. That’s because smart devices offer you a variety of futuristic applications.
For over 50 years, Bell Bank Wealth Management has relied on financial planning to drive their client relationships, and therefore, the success of their business. But over time, Bell’s conventional financial planning software simply couldn’t keep pace with their growth. As a result, their client experience and operational efficiency plateaued. A change was necessary. So…