Articles by Tuesday Willingale

About the author:

Tuesday Willingale

Account executive

Tuesday Willingale is an account executive at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.

Technology’s impact on the client-advisor relationship

Though technology is commonplace across the financial services industry, some advisors may feel that it is replacing the human aspect of the client-advisor experience. While our industry is becoming more dependent on tech, technology is here to enhance relationships, not replace them.

Read More

How advisors can harness the power of storytelling

Once a plan is created to address financial goals and how to achieve them, presenting that plan within the framework of a client's personal story can launch the client-advisor relationship to the next level, and convert a higher percentage of clients and assets.

Read More