Academy of Financial Divorce Specialists rolls out Perspectives
“Meet” your clients on your computer when you can’t meet in person
Ink-on-paper signatures are inconvenient, insecure and outdated. Regulators and legislation now accept the legitimacy of electronic signatures, and several suppliers offer digital signature systems
The right calendar system can maximize the output of your meetings while minimizing administrative overhead. Your choices are broad - from popular Google and Microsoft offerings to versatile tools such as UpTo
The new tool is a collaboration with Australian firm FinaMetrica
Like anything in the tech world, not all web browsers are created equal. Choosing one depends on the devices and platforms you use and your personal preference. Here are some points to consider when assessing what's available
Geodemographics, the new category of software tool that can identify the financial habits of residents within a given neighbourhood, can help you build your business. But it cannot replace traditional marketing strategies - yet
Build deeper bonds with clients by gathering and entering more information
New tool will help advisors better understand their clients' financial mindsets
Technology company is looking for advisors to test its new Fund Facts POS program launching in October