Tag Archives: Advisors

5 Reasons Why Even Robo Financial Advisors Do Not Beat The Market

Barry David Moore — June 20, 2019 — June 20, 2019 A Robo Advisor is a digital application that offers clients financial advice created by algorithms, artificial intelligence, or mathematical formulas. The term Robo Advisor is short for robot advisor. However, the phrase Robo Advisor is inaccurate. To explain, a Robo Advisor is a digital … Continue reading 5 Reasons Why Even Robo Financial Advisors Do Not Beat The Market

The Right Touch: Email Content Automation for Financial Advisors

Kristen Deyo — May 10, 2019 — May 10, 2019 At its core, the financial services industry is—and always has been—a relationship business. This client-advisor relationship is built on trust and a financial advisor’s ability to treat clients as people, not portfolios. But with constantly evolving digital expectations of today’s clients, it begs the question: … Continue reading The Right Touch: Email Content Automation for Financial Advisors

Enriching Relationships with Financial Advisors: A Holistic View at the Customer Journey

Sean G. McCormick — November 12, 2016 Follow @SeanG_McCormick— November 12, 2016 Whoa! Is it really November? We will be in a sprint over the next few weeks to wrap-up projects, get our budgets in order for year-end and to solidify 2017 planning. I asked my Head of Marketing what has her counting sheep at … Continue reading Enriching Relationships with Financial Advisors: A Holistic View at the Customer Journey

5 Examples of Incredibly Helpful Small Business Advisors

by Christine Watts May 26, 2016 Follow @IOUFinancialMay 26, 2016 Ask nearly any successful business owner about whether they achieved their growth alone, and you’re likely to hear the same answer: they had some help and guidance along the way. As a small business owner, it doesn’t take long to realize that you can’t be … Continue reading 5 Examples of Incredibly Helpful Small Business Advisors