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Business Management
Things to Consider When Finetuning Your Processes
I coach an advisor who wanted to start doing monthly surge meetings. He was thinking of grouping an intense workload of client meetings for two weeks, followed by a …
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Technology
The Essential Guide to a Financial Advisor Tech Stack
Today's investor is reaping the benefits of digital transformation in their personal and business life. Increasingly, they expect their financial advisor to leverage the latest digital tools, too, and …
Business Management
How to Gain Effective Leads Through Strategic COI Relationships
In a perfect world, you could build a firm sustained by a steady stream of new clients – a majority of whom were referrals. A simple “ask and you shall …
Technology
Default “Closed” Status in CX Will Help Advisors Manage Cases: Updates in June 2020
Release Notes: Version 20.2.2 | June 3, 2020 New onboarding cases from CX will be created with a default “Closed” status in C.E.O. to help advisors better organize their …
Technology
Expanded Performance Analysis Dates, Improved Mobile Shortcut: Updates in April 2020
Release Notes: Version 20.2.1 | April 8, 2020 We’re broadening the date ranges used to evaluate account performance over time, and we’re giving clients a branded mobile shortcut to …
Technology
3 of Our Favorite Parts of the New Carson Client Experience
Single sign-on isn’t rocket science in fintech. If anything it’s common and almost expected nowadays. But it’s the first thing we think about when we search for and build …
Business Management
Three Takeaways From FinCon 2019 (That Aren’t Pens, Shirts or Stress Balls)
A lot of us are familiar with that post-conference attitude, right? After being out of the office for a couple days, we return to the real world ready to …
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