Advisor Applications

Fritz Meyer: Signal To Noise Ratio

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The current signal-to-noise ratio in the economy is an anomaly. That's the current message Fritz Meyer suggests delivering right now.  Fritz's views on the economy are summarized in a Weekly Investment Update email you can send to your clients every Friday night. It's timely news for long-term investors delivered in an article with graphics.  On Tuesdays, a video based on Fritz's ideas is posted on your YouTube channel. The video feeds a widget in the sidebar of  advisor websites. Visitors to your website can view the video by signing up for your email newsletter.  In addition

How We Can Help You Survive The Fiduciary Firestorm

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The fiduciary firestorm is almost upon us, but good CRM can help you survive.      

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RoboAdvisors Can Be Beaten By Advisors With Live Chat

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At a conference four years ago, with about 150 advisors in the room, a co-panelist ridiculed me for being overly pessmitic after I had predicted that automated advice online would drive a shakeout in the financial advisor business.   Since then, fear-mongering over roboadvisors in the trade press has reached a fevered pitch. Not a day goes by now without some scary headline in the trade publications about a roboadvisor invading advisor turf.  Moreover, Betterment, Wealthfront, all of the major RIA custodians and many others, have launched extensive TV  ad campaigns saying ad

Quick! Grab Your Data!

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You can’t stop your broker-dealer from losing your business, but you can prevent your business from losing its data.   

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There’s More To The Internet Than Just The Web

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It’s hard to deny that the Advisors Assistant team is a bit maverick. Maybe it’s our unusual tenure - 30 years in an industry where many players have less than half our experience. Maybe it’s our location - Pismo Beach is better known for surfing than FinTech. Maybe it’s being family owned and operated in a business filled with venture capital and executives constantly leaping from one firm to another. Whatever it is, we just think different.  

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