Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to differentiate yourself with new ideas and build enduring client relationships.
Our practice management topics for this week focus on business process automation, using artificial intelligence and protecting your clients from financial exploitation. The first blog this week examines providing better service through business process automation. Next, we are looking at the case for AI for financial advisors, and our final piece covers protecting your clients from scams.
This author says business process automation is not just a trend, it is a necessity to enhance your efficiency and reduce errors. Read on to learn 6 steps to implementing business process automation.
This author says artificial intelligence isn’t about replacing you as the advisor, it’s about amplifying your capabilities to deliver more value to your clients. If you are still on the fence, try these 6 areas as a starting point.
With the growing vulnerability clients face with financial exploitation scams, this piece provides insight on how to help protect the clients you serve from becoming a target.
