Advisor Applications

Four Software Purchases That Have a High ROI To RIAs

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The number of applications needed to run a successful advisory business is extensive. In addition, the highly competitive nature of the business requires advisors to invest in software that allows you to create efficiencies, and more importantly to provide superior and more specialized client service. To accomplish these, you must implement software that reduces the number and types of manual processes (work) done in your business.

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Free Samples: Take This Risk Tolerance Questionnaire And Let Us Know What You Think Of It

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Geoff Davey, founder of  FinaMetrica, has advanced the field of risk profiling worldwide. His web-based system is used by advisors in 16 countries in six languages. More than 400,000 risk profiles have been completed since 1999. He's given A4A a link to a free sample of his risk profiling system. Please take the free risk tolerance questionnaire and then share your thoughts about it here. Post a comment letting us know what you think of it. Mr. Davey is speaking at an A4A webinar Friday at 4 ET, where you can learn about his methodology for risk profiling.  

Develop a Technology Plan To Keep Your Firm Up-To- Date and Support Your Strategic Plan

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Technology advances have been one of the driving forces allowing independent advisors to provide same services today, that only a few short years ago, was reserved for larger firms with large technology staffs and budgets. Technology levels the playing field and provides a competitive advantage for those willing to identify and implement the best technology to support their firm’s vision and goals. In other words, it is extremely important to the continued success and growth of your firm.

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Rebalancing Software: Questions and Considerations Before Selection and Implementation

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Before selecting rebalancing software to use in your firm, there are a few important questions and considerations that will help you make the correct decision.  Some questions can be asked and answered when you begin considering rebalancing options. Other questions can be answered when you have decided there is a present need and begin the due-diligence process.

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Get More From Your Technology; Tips For Using Systems You Own More Effectively And Buying Solutions That Will Improve Your Life And Business

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Recent purchases have me wondering if technology is advancing faster than we can keep up with using it effectively and how to get more out of the ever-evolving technology used at home and in businesses.

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