Articles by Andy Penkalski

About the author:

Andy Penkalski

Director, marketing

Andy oversees the breadth of go-to-market initiatives for Advicent, including product marketing, lead generation, public relations, and partner learning and development. He is interested in always discovering new tools for brands and businesses to more effectively reach their audience and improve metrics for success within their own organization.

Establishing trust within the Millennial hive mind

Plenty of words have been drummed up on our blog over the last year concerning how financial planners will best capture the emerging Millennial market as automated competition continues to penetrate the industry well before an estimated $30 trillion in AUM transfers generations.

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Refining your SEO strategy

The fact that improved SEO results generally manifest themselves over weeks or months rather than days makes adopting these practices equal parts frustrating and essential.

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Talking to clients about data security

Regardless of the demographic, every investor is likely more attuned to data security issues in the wake of numerous current events. The European Union is about to enact a far-reaching tightening of data gathering regulations with the General Data Protection Regulation (GDPR) set to take effect on May 25.

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Video | Implementing change management with Advicent

Our professional services team provides world-class consulting services that enable your business to successfully adopt intuitive, supportable, and integrated financial planning solutions that align with your vision. At the core of our implementation strategy is a change management process that has been informed by decades of experience working with enterprise-level financial institutions.

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What advisors can learn from Google's guide to teens

Google recently published an expectedly thorough report on the preferences of the modern teen. Generated via several surveys coordinated with YouGov, the aptly titled It's Lit: A guide to what teens think is cool" identifies superficial trends in cultural facets.

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