The potential for GPT in client communication
GPT could be a valuable tool for financial advisors looking to improve their client communications and efficiency.
Category: Applications
Five essential apps for financial advisors
These five apps can add efficiency and productivity to your practice.
Prospecting recent retirees using LinkedIn
Advisors have a business-building opportunity to identify and support recent retirees by using LinkedIn searches.
Enhance client conversations with FRED
Use FRED to enhance your client meetings with data from an online database of more than 500,000 economic time series from nearly 90 different sources.
Putnam blogs are now Alexa enabled
A new way to discover and listen to timely market insights from Putnam.
Advisors grow more attentive to cyber risks
Financial advisors and advisory firms are doing more to shore up cybersecurity systems and policies, the SEC found in its recent review of 75 firms.
Advisors expand use of text messaging
People tend to respond faster to a text message than email — a fact that is leading a growing number of advisors to use text messaging to reach clients.
Productivity “recipes” for busy advisors
Use IFTTT to organize your online activities and help build your business.
Let disruptive technology advance your business
As groundbreaking technology transforms industries, financial services will need to change as well.
Top 5 habits of highly successful LinkedIn advisors
Advisor survey explores which LinkedIn features may lead to the greatest asset gains.