Zach strives to help enterprise firms stay out in front of the pack with technology by helping to implement easy and repeatable internal processes. Zach enjoys learning more about a firms process to help fit technology and strategy together to achieve their goals.
Knowing your audience is paramount in any industry that provides customer service, caters to client experiences, or looks to sell a product. The better you know who you are selling to or delivering service to, the easier it is to put yourself in their shoes.
The product itself should obviously be a main point of evaluation as you look to make a purchasing decision, but here are three other key areas you should be asking questions about to evaluate a successful partnership.
FinTech has continuously grown year-over-year and has become an integral part of many firms’ business. The following items are important to keep in mind so that you can ensure that you are getting the most out of your vendors.
I had the opportunity to represent Advicent at the XYPN Conference in Dallas. It was a phenomenal experience to be able to rub shoulders with other vendors, learn from the speakers, and talk with many industry experts on where they see the industry going.
Financial plan presentation has become stagnant over time. Plans are often presented to a client in the form of a binder full of reports, text, and a few graphs — sometimes up to 100 pages or longer.
Takeaways were vast after attending the TD Ameritrade LINC conference earlier in February. There were many discussions regarding various topics, but the highpoints seemed to be technology, integration, client experience, and broadening your value proposition.
Financial services is a pretty broad industry. The industry as a whole ranges from one-person firms that handle very holistic services to very large firms handling a very boutique niche, and vice versa.
With every new year, people tend to make New Year’s resolutions. Some of these are simple to achieve such as giving up soda or candy. Sometimes these goals are complex and may take the whole year like losing weight or making a lifestyle change.