As chief executive officer, Angela leads the global executive team steering them toward a common mission of delivering state-of-the-art technology to clients of all sizes worldwide. Her personal goal at Advicent is to perfect the customer experience and create extremely satisfied, life-long clients as well as develop a team of first-in-class leaders across the business.
Independent financial advisors are understandably spread thin, but the survival of their businesses depends on prospecting for new clients. Learn how adopting strategies to engage more effectively with prospects can expand client bases without disrupting other responsibilities.
In an age when "robo-advisor" is part of the mainstream lexicon, financial advisors must ensure their clients understand the value they provide.
I recently had the pleasure of sitting down with the Milwaukee Journal Sentinel to discuss the culture of innovation that we have developed at Advicent over the past several years.
I want to thank you for your business and partnership. We recognize that you have a choice in financial planning software providers and appreciate the trust you have put in Advicent to support the financial health and well-being of your clients.
Advicent Solutions is monitoring the impact and spread of the Coronavirus Disease 2019 (Covid-19). Advicent maintains business continuity, disaster recovery, and pandemic plans that are updated and tested annually.
When hearing about market downturns, investors may choose to make rash decisions in the heat of the moment which, later on, they could regret. The recent volatility and ongoing uncertainty in today’s market underscores the need for comprehensive, living-and-breathing financial plans.
In a recent sit-down with Financial Planning, I discussed both the challenges facing large firms and the avenues available to ensure their long-term competitive fitness.
Your clients fear running out of money, and a goals-based plan alone may fall short in addressing that fear.
Without a solid foundation at the heart of their relationships with advisors, high-net-worth clients will leave — even if their advisors are using the latest technology to improve investment outcomes.
Advisors can provide clients with their desired combination of self-directed and advisor-directed resources to improve the planning process.
When advisors take the time to understand a client’s motivations, outlook and goals, and what they want to achieve for themselves and their families, they can present their expertise, services and added value in a way that will resonate on a deeper, emotional level.
It goes without saying that we are living in extraordinary times. Fear, stress, and uncertainty are a dangerous mixture, leaving advisors to play a critical role in connecting with and calming their clients.
Advisors can use technology to help clients map out how to cover health care costs today, in the near future and during retirement.
As brokers consider what changes to existing operations, processes and workflows they will need to implement in order to comply with Reg BI, they should also look into the legacy technology systems on which their firms run.
Advicent will assist advisors during these unprecedented times with free access to the NaviPlan client portal through 2021 for all new and existing clients.
I recently spoke with Craig Iskowitz, founder and CEO of Ezra Group and author of the Winners of Tech blog, to take a deep dive into my experience within in the financial technology industry and lessons I have learned throughout my time as a contributor and leader of Advicent.
I recently had the pleasure of speaking with Huffington Post to discuss my background and experience as a business leader in the financial technology industry.