Dictation software for financial advisors: Top 5 Reasons Financial Advisors Should Use Dictation Software
Dictation software for financial advisors. It’s been around for a while now and its benefits are plentiful. Not only can using dictation software give you more control over your time, especially when it comes to documenting recurring events like client meetings, but it can also help with compliance. So why aren’t more advisors using this…
Why Financial Advisors Should Continue to Hire in a Down Market
In an era of economic uncertainty and market volatility, many financial advisors may feel hesitant to expand their teams and hire new staff. However, it’s essential to recognize that long-term success in this industry requires a strategic approach to growth, even during challenging times. That’s why this article will delve into the current tight hiring…
Life & Business Are Better with a Network: Join Us!
How often do you feel like you’re completely in the dark about what other financial advisors are doing? Sure, you can look them up online and scour their websites, but what is going on behind the scenes that are making all the difference? Being a financial advisor can get lonely in this respect. I know,…
Wellness Check
For many of us, the term “wellness” calls to mind our physical and personal well-being as humans; and a “wellness check” might include annual doctor visits and bloodwork to make sure all our systems are operating as they should. After all, these checkups are the only way to truly see what’s happening under the surface for our…
The Biggest Hiring Challenges Advisors are Facing Today (and What to Do About It)
The frustration on all levels is real. Hiring managers and business leaders across all industries are struggling to fill the open seats on their bus. So, what gives? Where has all the talent gone? And why is taking so long to find someone? Let’s start with the bad news. The Hiring Pool Keeps Shrinking Put…
99% Of Financial Advisors Make This Mistake.
Are you building your advisory firm into something that will stand the test of time? What I mean is, are you checking in on the health of your business regularly? No, I don’t just mean looking at the numbers. No, I don’t just mean checking in with your staff. I mean really getting under the…
How to Take Time Away from Your Financial Advisory Business
I love traveling. I love exploring new places, seeing new things, and of course, trying new foods! Now that my husband has retired (and COVID has died down well enough), we have a lot more time to do this. No, I haven’t retired yet. Yes, I am still working. But that’s one of the perks…
Something To Consider
It’s tough to know what the best-managed firms are doing. That’s where our Wellness Check comes in. Here’s the bottom line: Until you get have time to continually educate yourself and can research about how advisors at the top are getting ahead, you could be stuck where you are forever. And to be honest, comparisons…
Congratulations To Four Clients Ranked “Fastest Growing RIAs” by RIA Edge and WealthManagement.com
WealthManagement.com, RIA Edge, and Discovery Data have published their Registered Investment Advisory firm rankings, and The Strategic Implementer is proud to announce that four of our clients have made The Fastest Growing Registered Investment Advisory (RIA) firms in their respective states. One of these four firms—Flourish Wealth Management—also ranked as one of the fastest- growing…
How healthy is your business? Get a Wellness Check today
We aim to be accessible to all, with retainer services from just $2000 a month. For financial advisors not yet ready for a full consulting engagement, you may find our ‘Wellness Check’ – a comprehensive business audit – will give you the insight you need to move forward. Not unlike gathering and collecting client data before putting together a financial plan, the Wellness Check looks at the big picture, then dives into the more relevant details, to make solid, actionable suggestions on how to improve your firm’s health. You can find out more here.