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Weekend Reading For Financial Planners (March 15–16)

Nerd's Eye View

Which, if implemented under the new administration, could provide relief for investment advisers, particularly smaller firms that already have to balance compliance with client service, marketing, and the other duties that go into running a firm.

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Weekend Reading For Financial Planners (September 14–September 15)

Nerd's Eye View

Also in industry news this week: A CFP Board study indicates that financial planners with the certification earn 10% more than other advisors and show very high levels of career satisfaction A Morningstar study has identified 4 main areas where investors find value from their financial advisors, which might not match an advisor's own list of top ways (..)

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Get More Out Of Time-Tracking Software With Useful Data And Regain Control Of Your Time

Nerd's Eye View

In order to deliver the best service to their clients, financial advisors often take on responsibilities beyond giving financial advice, including compliance, marketing, team management, and other operational duties.

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Revolutionizing Dental Practice Management: Embracing Cloud-Based Solutions for DSOs

E78 Partners

In today’s rapidly evolving dental industry, practice owners and Dental Service Organizations (DSOs) face numerous challenges in managing patient care, ensuring compliance, and maintaining profitability. In addition, DSOs can efficiently manage and organize the vast amounts of data generated across multiple locations.

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Automation Strategies, Costs, And ROI: How I Leveraged Zapier To Streamline Lead Management

Nerd's Eye View

Compliance is another consideration for advisors implementing automations, especially for client-facing communications like text messages and emails.

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Weekend Reading For Financial Planners (Feb 18-19)

Nerd's Eye View

Read More.

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The Latest In Financial #AdvisorTech (November 2023)

Nerd's Eye View

And be certain to read to the end, where we have provided an update to our popular "Financial AdvisorTech Solutions Map" (and also added the changes to our AdvisorTech Directory) as well!