Top Content for Financial Advisors: The Best of Q2

Another quarter in the books, here's a quick recap of some of our most popular educational content for financial advisors from the past three months in case you missed any. We hope you find them helpful, and look forward to seeing you in Q3!

[Webinar Replay]: Are You an iPadvisor? The Essential Guide to Utilizing Tablet Technology for your Practice

In Q4 of 2011, iPad adoption in Financial Services accounted for 41.7% of all iPad activations in the quarter; nearly four times that of any other industry. To learn everything you need to know about why so many advisors are utilizing tablet technology for their practice and how exactly they're using it, click here to watch this on-demand webinar replay.

Topics include:

  • iPad Adoption Trends in Financial Services
  • The Top Ways Advisors are Utilizing Tablet Technology
  • Apps to use with Clients
  • Productivity and Business Platform Apps
  • Helpful Tips and Tricks


[Whitepaper]: 3 Essential Strategies to Increase Client Satisfaction, Retention & Loyalty

Based on results from a national survey of affluent and high-net-worth investors and an in-depth interview with Liz Goodrow, Senior Client Care Associate at SignatureFD (an Atlanta-based wealth management RIA with over $1 billion in AUM) download this new whitepaper to learn 3 effective approaches to differentiate your business and help you build long-lasting client relationships.

Topics include:

  • How to effectively differentiate your business
  • Meeting and exceeding client expectations
  • Service offerings and communication strategies
  • Steps advisors take to minimize the risk of getting fired
  • How to earn the right to ask for and get referrals
  • Leveraging technology to strengthen client relationships

 

[National Survey Results]: Advisor Trends in Operations and Technology

In Q2 of 2012 ByAllAccounts conducted a national online survey asking 415+ advisors to share their firm's views and approaches to operations and technology related issues. To see what they had to say, click here to download an executive summary of the results.

Topics include:

  • Ideas on improving efficiency
  • Key technologies advisors are utilizing
  • Top challenges firms are facing
  • Opposing view points of principals and operations staff

 

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