Having served advisors with their back-office and planning needs for more than 10 years, I'm often asked about new software or new solutions to help advisors solve challenging issues. This has been happening more over the last couple of years, with many new financial advisory-focused software products emerging. Some products offer the latest tech with AI capabilities that you may or may not need. Some are trying to be your all-in-one solution for CRM, financial planning, or m

Discover 5 practical ways advisors can strengthen cybersecurity, protect client data, and build trust—especially with senior and vulnerable clients.

Years ago, when I first started processing custodial forms, it seemed like it took hours. Now it takes half the time because the systems are improving, and I’ve become familiar with the intricacies of the different forms needed to open accounts and perform account maintenance.  Here are the top 5 tips I’ve gleaned from Schwab account forms that I want to share with you:

In a previous blog post called  Introducing a Fresh Approach for Advisors & Paraplanners to Collaborate , I talked about having the...

Did you know you could use a checklist to ensure it’s done correctly every time?