Financial advising with a
One common mistake advisors make — and 3 ways to get it right With the recent explosion of FinTech, it seems that there is no limit to automation inside an advisory firm. Advisors are racing to streamline their workflows. If there’s an app to automate the financial advisor client experience, they must have it! What’s […]
05.16.19 | Patrick Brewer, CFA, CPA | 0 CommentsFinancial advisor client relationships are built on a foundation of deep trust. Here is a blueprint for strategic trust acceleration. How do you think about the people that you interact with as a financial advisor? Most advisors I know divide their world into two categories: prospective clients and actual clients. That isn’t wrong — but in my […]
04.15.19 | Patrick Brewer, CFA, CPA | 0 Comments