Nerd's Eye View
JANUARY 29, 2024
For financial advisors, the promise of technology has always been to help advisors better leverage their time to grow their business. One possible way to do this is to use the time savings of technology to serve a higher number of clients.
Nerd's Eye View
APRIL 1, 2024
Advyzon and Panoramix competing against Orion)… with the question of whether they, too, will someday raise their prices as they gain traction as well? Advyzon and Panoramix competing against Orion)… with the question of whether they, too, will someday raise their prices as they gain traction as well?
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Nerd's Eye View
FEBRUARY 19, 2024
those that offer both digital robo-advice and human touch) are growing faster than almost everyone else, with 24% of net new cashflows despite the low aggregate number of firms with this business model. Likewise, while CRM usage has slipped by about 5%, the overall number of advisors who use a CRM still remains at a dominant 92%.
Nerd's Eye View
FEBRUARY 26, 2024
As a first step, the most important is to gather data around whatever activity it is that the advicer is doing to attract new prospects (such as the number of podcasts produced, webinars hosted, blog posts published, networking meetings attended, or cold calls made).
MarketWatch
JUNE 16, 2023
This update corrects the number of planned layoffs. stock NKLA wavered between gains and losses in the extended session Friday after the EV maker said it planned to let go of about 270 employees, cutting its personnel spending by more than $50 million a year. Nikola Corp.
Nerd's Eye View
MAY 8, 2024
Like any other data point that an advicer may collect, there are stories behind the numbers, and the true power of a risk assessment is in its ability to help an advicer begin a conversation that encourages clients to share their stories.
Nerd's Eye View
DECEMBER 4, 2023
This month's edition kicks off with the news that Black Diamond has announced the launch of its own CRM system, targeting advisors at mid-size firms who have data complexity and workflow needs greater than what more basic CRM options can accommodate, but who don't yet need (and don't want to pay for) the Salesforce-based options – like Black (..)
Expert insights. Personalized for you.
201 
Let's personalize your content