White Papers or White Posts?

Technology is in high demand, and so is your time!   Since the launch of the Internet, technology has taken off at lightning speed. Today, you can run every aspect of your business through the right technology median, and discuss all of it with like-minded peers on social media. From papers to posts, running a…

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Everyone Else Is Doing It

Industry pressure and the expectations of today’s new norms Recently, I met an experienced advisor at a TD Ameritrade Conference who was explaining  how he schedules his work week:  one day for financial planning; one for investment research; one for trading and rebalancing portfolios; one for networking meetings and prospecting; and, one for seeing or…

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The Clock is Ticking

Non-value-added tasks that steal hours from your day and money from your wallet Imagine how much you could accomplish if there were no deadlines, schedules, or sleep.  The reality, however, is that all of us work hard to juggle everything.  After all, time is money.  With a limited amount of hours each day, it is…

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Dynamic Wealth Advisors Expands in Arizona

Scottsdale, Arizona: April 27, 2017 – Dynamic Wealth Advisors expands in Arizona with the addition of Roger Bracken in North Scottsdale. Mr. Bracken, who was responsible for overseeing $200,000,000 in assets for approximately 200 clients at his previous firm, specializes in investment consulting, wealth management, financial planning and retirement planning. for high net worth clients. …

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Does your firm have a client and advisor-centric technology platform?

Earlier this year, Investment News featured a three-part series sponsored by Salesforce and Accenture focused on the ever-changing wealth management industry. Part three of the series was entitled, “Building a Client-centric and Advisor-centric Platform”. The article addresses client-centric first, and outlines what many RIA firms have already recognized; Understanding their clients’ financial goals Offering timely,…

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