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…
Our CEO offers his perspective on ways advisors can prosper in the wake of the new fiduciary rule from the Department of Labor.
Delightful customer service does more than just make us feel good. They reinforce our decision to work with certain businesses time and again. Here’s what you can learn from three brands that nail their client interactions.
Optimizing your workflow efficiency takes work. But are you making it more difficult than it should be? Learn how to identify and break the bad habits in your operations so you can elevate your business with fewer restrictions.
Ever run into an issue, or experience a series of frustrating moments, in your day-to-day work life that doesn’t offer an obvious path to success? Situations where you simply let out a sigh and wonder if there’s a better solution out there? That’s a #AdvisorProblem.
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.
Don’t ignore the pulse of your marketplace. If you do, you run the risk of leaving serious opportunities on the table. Business leaders who are in-tune with the influences shaping their industry are in a better position to evolve as their customer needs evolve. They are the pioneers. The ones who stay at the forefront of innovation year after year.
Does visual content actually affect audience behavior? We tested two versions of the same email to see whether or not our email metrics would improve by adding images and video. Check out the results.