Articles by Angela Pecoraro

About the author:

Angela Pecoraro

Chief executive officer

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.

How advisors can harness data to optimize financial planning

The advancement of digital innovation and efficiency, driven by data, enables advisors to optimize financial plans by expediting the analysis of needs for clients and prospects — and add greater value with more accurate cost projections and well-informed recommendations.

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Reg BI is here. Is your tech ready?

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.

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A letter from Advicent CEO Angela Pecoraro

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.

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Calm clients during volatile markets with technology and a plan

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.

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3 tips for converting more prospects

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.

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