mind genius

Using Mind Mapping To Get Paid For Financial Planning Shadow Work

August 12, 2013 11:01 am 7 Comments CATEGORY: Client Trust & Communication

As financial planners seek out differentiation in an increasingly crowded environment, a new trend is emerging towards the use of more interactive software tools to provide a more engaging client experience. While many of these new approaches revolve around the use of financial planning software live with clients - replete with quick data entry support and sliders for clients to manipulate the goals and see immediate impact - the reality is that even the old-fashioned data gathering meeting represents an opportunity to use technology to better engage new clients, and the tool of choice appears to be the mind map.

Although mind mapping has been used in other business contexts - from keeping personal thoughts organized to creative team brainstorming meetings - the tool may be especially appealing for financial planning, as it not only visually captures a lot of client information that is otherwise hard to see all at once, but it does so in a manner that provides a tangible deliverable to what others is some of the most intangible "shadow work" that we do for clients. Whether as a way to justify fee increases, or simply to increase the firm's value proposition, adopting mind mapping becomes an appealing way to create perceived value for work that is ultimately useful for clients but also time-intensive and often unrecognized.

The rising interest in the use of mind mapping in financial planning has even led to the emergence of a training program being offered specifically to advisors on how to use the tool with clients, build a business model around it, and provides some templates to help get started. Of course, ultimately any mind mapping templates will still become very specific to the planning firm and its clientele - in no small part because the template becomes a de facto checklist process for the client discovery meeting - so some firms may simply wish to dive in themselves and get started! But regardless of the adoption route that is chosen, mind mapping appears to be an increasingly appealing tool for cutting edge firms to create a unique value and experience for clients.

Mind-Mapping Your Way Through The Data Gathering Meeting

July 10, 2012 11:01 am 11 Comments CATEGORY: Client Trust & Communication

For most clients and planners, the data gathering process is simply viewed as a necessary evil to obtain the information required to produce a financial plan. The planner proceeds through a long list of questions, covering everything from financial details to client goals and aspirations, recording it on a data form or notepad to be used later. A new approach is emerging, though - to complete the data gathering process using mind mapping, which organizes information visually, in a manner that both the planner and client can build upon. The end result is a data gathering meeting that is more collaborative and interactive, as clients become part of the process of building a mind map that takes shape before their eyes - and also becomes an actual takeaway from the meeting, as the mind map document itself is provided in print or electronically to the client as well. Which means in the end, mind mapping may be a way to improve the financial planning experience itself.
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Kitces & Carl Ep 151: What’s Holding You Back From Delegating What You Need To Let Go Of?

November 14, 2024 07:04 am 0 Comments CATEGORY: Kitces & Carl Podcast

Kitces & Carl Ep What's Holding You Back From Delegating What You Need To Let Go Of

As the financial advice industry began shifting from a sales-based model to a more sustainable asset management approach, advisors found their roles shifting along with it. With revenue rooted in more predictable, recurring income, many advisors were able to step off the relentless 'treadmill' of constant sales, allowing them to invest in growth by hiring staff and delegating tasks. Effective delegation, in turn, created a positive cycle, freeing advisors from lower-value activities so they could work on building and scaling their firms. "Delegate and let go" became a common mantra, with advisors encouraged to focus only on the highest-value tasks. Yet, even for advisors who understand the value of delegation, actually letting go is often easier said than done.

In the 151st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the psychological challenges advisors often face when it comes to delegating tasks and the strategies that can make delegation more effective.

Despite the potential upsides of delegation, advisors typically face 3 psychological hurdles to overcome in order to delegate effectively. First, it can be hard to imagine that doing all of an advisor's least favorite tasks would be someone else's dream job (after all, if doing those tasks were so enjoyable, then advisors wouldn't be trying to delegate them in the first place!). Second, people generally enjoy working with those similar to themselves, which can make it tempting to hire a 'mini-me' with similar strengths and inclinations. However, doing so can unintentionally reinforce the advisor's reluctance to delegate disliked tasks. Finally, even if an advisor dislikes a particular task, they may still be the fastest (and most skilled) at completing it, creating an argument for the advisor to continue doing it. Together, these elements create a compelling case for not delegating at all. In reality, though, holding onto these less-favored, non-growth-related tasks can limit a firm's long-term capacity to scale.

The first 2 barriers can be addressed by hiring an 'opposite', rather than a 'mini-me'. For example, while it might seem natural to hire someone similar, bringing in someone who has complementary strengths – such as an operations-focused person who thrives on detailed follow-through – ensures that tasks the advisor may find draining are handled by someone who enjoys them. The third barrier – that no one else can complete a task as well or as quickly as the advisor – may hold true and can be challenging to overcome. Yet, advisors may still benefit from delegating the work, as once a task is offloaded, an advisor's time is freed up for more productive work – or even for taking additional time off! A highly leveraged advisor has more flexibility in shaping their day-to-day business operations.

Ultimately, advisors aiming to delegate effectively can benefit from focusing on a new hire's ideal strengths and aptitudes. Hiring and working with an 'opposite' can feel counterintuitive at first – a checklist-oriented person, for example, may 'just' complete their assigned tasks without exploring beyond the to-do list, which could feel foreign to an ideas-driven advisor. However, this dynamic can also be incredibly freeing. After all, someone who enjoys a particular set of tasks is more likely to take ownership and improve that process – and, by extension, contribute to the firm's long-term success!

7 New Lessons Learned Building A Fee-Only RIA From Scratch: Years 3–5

September 23, 2024 07:01 am 0 Comments CATEGORY: Practice Management

Starting a new firm can be a nerve-wracking time for an entrepreneurially minded financial advisor, as making the jump involves a significant amount of professional and financial risk. Nonetheless, after a year or 2 in business, some firm owners will find that their plate is becoming full and their available time is shrinking as they balance servicing current clients with marketing for new ones and also possibly managing staff. Which presents an opportunity for the firm owner to step back and assess whether they want to change any of the practices that they've established in their first years in business to make the next several years both professionally and personally rewarding.

In this guest post, Jake Northrup, founder of Experience Your Wealth, LLC, discusses 7 lessons he learned in years 3–5 of building his RIA and the changes he subsequently made to his service model, client base, and daily schedule, offering guidance to firm owners who may need to navigate some of the same challenges that come with scaling their advisory business.

When an advisor opens a firm, they might have little to no revenue but a good deal of time to manage their practice. Which means that when their first clients come on board, they might be tempted to overservice them to demonstrate the value that they can provide. Nevertheless, as a client base grows, maintaining such a level of service can take up more time that the advisor may have available, particularly given the added responsibilities of running their growing business. In Jake's case, after deciding that he was overservicing clients during the earlier years of his practice, he started scheduling fewer standard meetings and limited the number of after-meeting action items, freeing up his time and mental bandwidth for other activities to grow and run his firm.

In addition, he also found that he preferred working with certain types of planning clients over others, leading him to refine his niche and ideal client persona over time. While Jake had originally worked with equity compensation clients, current or aspiring business owners, and young professionals with student loans of $100,000 or more, he realized that he didn't care as much for student loan planning, which led him to make the difficult decision to transition 20% of his client base who primarily needed student loan planning.

Jake also learned key lessons on managing daily schedules. For instance, because he disliked the traditional 9–5 work schedule, he offered his team significant flexibility in deciding when they worked. However, this lack of structure actually put more pressure on team members because it didn't allow for sufficient collaboration time, leading him to implement a more standard work schedule that still offered some flexibility during the day and virtual coworking sessions for the team. For himself, Jake time blocked his schedule to ensure that he prioritized his personal life and wellbeing (e.g., taking vacations) and organized his workday to leverage the times of day when he has the most energy. He also conducted a "time audit" based on Dan Martell's 2-dimensional DRIP Matrix system to help him identify tasks based not just on their revenue potential but also their ability to energize and light him up.

Ultimately, the key point is that a new financial advisory firm owner's original vision for their practice is likely to change over time, which can create challenging decision points (e.g., when to hire new staff and whether to adjust the firm's ideal client persona). Nevertheless, as Jake has found, there are strategies to help firm owners mold their business to meet personal and professional needs, which can help them support greater wellbeing for themselves and a more sustainable business in the long run!

#FASuccess Ep 388: Transitioning To Independent RIA With Only $7M Of AUM To Turbocharge Growth With Website Local SEO, With Freeman Linde

June 4, 2024 07:02 am 0 Comments CATEGORY: Financial Advisor Success Podcast

Freeman Linde Podcast Featured Image FAS

Welcome everyone! Welcome to the 388th episode of the Financial Advisor Success Podcast!

My guest on today's podcast is Freeman Linde. Freeman is the Co-Founder of La Crosse Financial Planning, an RIA based in La Crosse, Wisconsin, that oversees nearly $50 million in assets under management (AUM) for 73 client households.

What's unique about Freeman, though, is how despite the conventional industry view that it takes $10s of millions of AUM to go independent, launched his own RIA with just $7M of AUM (and even that was split with a business partner), and found that the subsequent freedom to build their own SEO-optimized website to market themselves the way they wanted in their local community quickly grew the firm from there to $40M in under 4 years.

In this episode, we talk in-depth about how Freeman used a customized spreadsheet to analyze the financials that ended up favoring operating as an independent RIA rather than under a broker-dealer’s grid and platform fees (in particular the ability to boost long-term profitability by paying expenses as a flat cost rather than as a percentage of revenue), how Freeman’s transition to the RIA channel actually allowed him to raise his AUM fees while still providing clients with lower total costs than they had when he was with the broker-dealer, and how Freeman overcame the potential hurdles to going independent, including rebuilding his tech stack and managing his own compliance (in part by communicating directly with his state regulator).

We also talk about how Freeman has been able to turbocharge growth in his RIA, going from $7 million to now approaching $50 million in AUM in under 4 years, by using a local SEO strategy that emphasizes their status as one of the only fee-only fiduciary firms in their geographic area, why Freeman created 3 different websites targeted at the separate niche markets he and his 2 fellow advisors serve to maximize the SEO value of each one, and how Freeman converts prospects into clients using a structured discovery meeting process that includes giving prospects planning recommendations that they could implement themselves regardless of whether or not they become a client.

And be certain to listen to the end, where Freeman shares how he has attracted clients and won their loyalty by expanding his comprehensive suite of services including in-house tax return preparation (by becoming an Enrolled Agent) and outsourced estate document services using EncorEstate, how Freeman feels that operating as an RIA has allowed him to build a more sustainable business by focusing on existing client relationships with recurring revenue rather than product sales that always kept him on the hunt for the next new client, and why Freeman hopes that more newer advisors will be able to get their start learning firm operations and how to serve clients within a fee-only firm rather than starting out in a product sales role and moving to an RIA later.

So whether you are interested in learning why Freeman chose to operate as an independent RIA over remaining under a broker-dealer, how Freeman used local SEO strategy to turbocharge firm growth, or how expanding services to include in-house tax preparation and outsourced estate planning helped him attract and retain clients, then we hope you enjoy this episode of the Financial Advisor Success podcast with Freeman Linde.

Kitces & Carl Ep 138: Crafting Your Own Stop-Doing List To Create Capacity For What Really Matters

May 16, 2024 07:03 am 0 Comments CATEGORY: Kitces & Carl Podcast

Kitces & Carl Ep Crafting Your Own Stop Doing List To Create Capacity For What Really Matters

In the initial stages of their careers, many financial advicers find that, with little revenue coming in and less than a full load of client-facing work to do, they spend the majority of their time on operations and marketing as they try to establish their practice. As a result, an advicer often has the capacity to say "yes" to any opportunity that comes along as they try to keep busy and (hopefully) improve their cash flow. However, as the advicer's practice grows and their calendars start filling up, they can find themselves at a point where they don't have enough time to start doing anything new until they stop-doing something else. Which begs the question: Is there a systematic way for a financial advicer to determine when it makes sense to say "no" so they can say "yes" to something else?

In our 138th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore the concept of a "Stop-Doing" list (as opposed to a "to-do" list), various ways to figure out what should go on that list, and how advicers can go about executing the list (so they can go on to doing the things that can move their practices and the profession forward).

From a conceptual perspective, saying "yes" to something also means saying "no" to something else. For instance, saying yes to taking on an operational duty might not leave time for going to more networking events. Yet, while saying "no" isn't always easy (especially for many advicers who were attracted to the profession in the first place specifically because they like to help others), one effective way to get more comfortable saying "no" to an item on a "stop-doing" list is to identify and stay focused on a much more meaningful "yes". By having a strong sense of what their ideal practice would look like, advicers may find that it gets easier to filter through those things that impede progress toward their goals. (Not coincidentally, this is also a useful way advicers can help clients stay on track with their financial plan when clients are tempted to overspend or make detrimental changes when markets get scary).

By gaining clarity on a deeper "yes", an advicer can start to identify the best things for them to stop doing. One approach is to determine the dollar value of an hour of their time, and from there, make a list of all the things that they do for their business and identify those tasks that they can outsource at a lower rate. Another method is to conduct a time audit by installing a time-tracking app. As while there might be a menu of small tasks that an advicer might love to take off their plates, the real power of a comprehensive time audit is in the ability to identify large chunks of time that an advicer may be spending on low-value activities (I'm looking at you, TikTok!).

As Parkinson's Law posits, work will expand to the point where it completely fills an advicer's calendar. Ultimately, by conducting a time audit and making a connection with a deeper "yes", advicers can gain a better understanding of how they're spending one of their most precious resources (i.e., their time) and figure out what they should stop doing so they can start doing things that will move their practices forward!

Weekend Reading For Financial Planners (March 30-31)

March 29, 2024 02:00 pm 0 Comments CATEGORY: Weekend Reading

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent survey suggests Americans are increasingly prioritizing work-life balance over higher salaries, with 2/3 of respondents indicating that they would rather work at a job that they loved rather than a job they disliked but paid more money. Nonetheless, Kitces Research suggests that when it comes to financial advisors, those with sufficient experience can often have both, with thriving advisors earning more and working fewer hours!

Also in industry news this week:

- With the new “T+1” rules for trade settlements will go into effect in late May, the SEC has issued a risk alert for broker-dealers and RIAs outlining the requirements they face and areas of focus for the regulator during upcoming examinations
- A recent survey suggests that while client satisfaction with their financial advisors increased during 2023, more than a third of wealthy Millennials indicated they are planning to change advisors in the coming year

From there, we have several articles on prospect and client communication:

How advisors can adapt their communication styles to match the personality types of prospects and clients
Why focusing on diagnosing a prospect’s financial problems, rather than working to build a personal relationship, could be a more effective strategy to win clients
How to craft an effective advisor website biography to show an advisor’s humanity and help prospects overcome their fear of reaching out for help

We also have a number of articles on wealth management:

How building a team of advisors – including financial, legal, and mental health professionals – can help the recipient of a financial windfall manage both the technical and psychological aspects of their newfound wealth
How financial advisors can support clients in processing the emotional and financial ramifications of receiving an inheritance
How advisors can help newly wealthy clients avoid common pitfalls, including insufficient insurance coverage and the temptation to pay household workers ‘under the table’

We wrap up with 3 final articles, all about innovation:

How chance hallway conversations led to one of the biggest breakthroughs in artificial intelligence technology
How the interstate highway system not only allowed for faster travel around the country, but also facilitated the growth of the economy as a whole and the rise of national chains
Why malls are turning to high-end stores, gyms, and experiences to reinvent themselves at a time when many traditional shopping centers are struggling

Enjoy the ‘light’ reading!

#FA Success Ep 376: Accelerating Growth To 30 Clients/Month With Affordable Advice(-Only) Services Where Clients Can Keep Control, With Eric Simonson

March 12, 2024 07:02 am 0 Comments CATEGORY: Financial Advisor Success Podcast

Eric Simonson Podcast Featured Image FAS

Welcome back to the 376th episode of the Financial Advisor Success Podcast!

My guest on today's podcast is Eric Simonson. Eric is the Founder & CEO of Abundo Wealth, an Advice-Only RIA based in Minneapolis, Minnesota, that oversees $600M in assets under advisement for 420 client households.

What's unique about Eric, though, is that Abundo has grown its base of 420 clients, and is on pace for well over $1M of revenue in 2024, despite having launched barely 4 years ago… with an "advice-only" business model of providing comprehensive financial planning for $189/month and helping clients implement themselves, that has generated so much word-of-mouth that they're now bringing in more than 30 new clients, per month, and staffing up on salaried financial advisors to meet the demand.

In this episode, we talk in-depth about how Eric allows his clients to maintain control over their investments but to ensure they actually implement has built out guided tutorials of how, exactly, to trade their investments across most of the major brokerage and 401(k) platforms, how Abundo has arranged their team's capacity to balance each advisor's workload and set the metrics for how far in advance of their continued growth they need to hire new advisors in order to avoid advisor burn-out, and how, primarily through referrals coupled with extremely affordable rates to reach a segment of consumers that may not want to relinquish control to a 'traditional' AUM advisor, Abundo is now bringing in almost 30 new client households per month without requiring any business development from their salaried advisors.

We also talk about Eric's journey in trying to find the right fee structure for Abundo, which has evolved from what was originally an income-based fee, to a fixed rate of $89/month for individuals versus $139/month for couples, finally landing on their current $189/month fee (which they determined will still allow enough profit margin to hire the required new team members to sustain their growth), the cadence of 4 meetings in the first year and 3 check-in meetings in subsequent years that Eric has implemented to maintain his client service model, and how Eric has grown to enjoy the entrepreneurial side of building the firm, but struggles with how those requirements are sometimes coupled with a feeling of guilt over not having more time to spend with clients as well as the business grows.

And be certain to listen to the end, where Eric shares how even though the firm has been incredibly successful in growing through referrals and various find-an-advisor directories, he thinks the next big marketing opportunity is to lean into social media (especially video), the way Eric got comfortable being his authentic self and leaning into the niche his firm serves (even if it means figuring out how to build solutions that don't yet exist), and how the opportunity to be an entrepreneur and create something new and different is what carried Eric through the challenging early days of the business where he knew he could get a good salaried advisor job for a much higher income, but instead stuck with Abundo even when he couldn't afford to pay himself a salary, because he was so energized by the vision of what he was building.

So, whether you're interested in learning about how to effectively evolve in the journey of finding the right fee structure for your firm, how to keep your hiring practice far enough ahead of your workload capacity to avoid overwhelming your advisors, how to stay true to your authentic self through keeping a finger on the pulse of your firm's strengths and niches, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Eric Simonson.

Highlights From The 2024 T3 Advisor Conference

February 19, 2024 07:03 am 0 Comments CATEGORY: Conferences

The 2024 Technology Tools for Today (T3) Advisor Conference, held last month in Las Vegas, Nevada, featured a large gathering of financial advisors and representatives from across the fintech industry. Hosted by Joel Bruckenstein and his team from T3 Consulting, the conference focused heavily on the relationship between financial advice and its accompanying fintech, covering everything from how AI and other tech developments are changing the advisor landscape in unprecedented ways to the importance of stringent cybersecurity measures, tech-stack integrations that actually work together cohesively and seamlessly, and the value of retaining the human essence in a wealth management landscape that is constantly moving forward.

In this guest post, Craig Iskowitz – CEO and founder of Ezra Group, a financial technology consulting firm – highlights this year's conference with his signature Twitter-driven recap, featuring presentations on the compelling paradox of AI; as while AI has become increasingly associated with overcoming human limitations with its efficiency, accuracy, and convenience, its weakness actually lies in its lack of humanity and inability to establish human connections. For example, Snappy Kraken emphasized how delegating tasks to AI tools can increase efficiency beyond what advisors can do on their own, and TradePMR shared their own (surprising) experience that their highly skilled personal concierges were actually AI bots; however, both companies conceded that technology can only go so far without a human relationship acting as the 'engine' for all of these (automated) pieces.

A continual thread through the conference was the ongoing effort to build a truly cohesive tech stack. In the wake of an AdvisorTech boom over the last decade, many advisors have all the tools they need to build truly comprehensive solutions for their clients. However, as Pershing Wove's Ainslie Simmonds points out, 65% of affluent investors are willing to leave their advisors if they do not offer an integrated tech experience – and in fact, having interoperable tech was a key component to growth.

Other major highlights from the T3 Advisor Technology Conference included:

Several speakers, such as Craig Ramsey and Rich Cancro of Advisor Engine, emphasized how processes are quickly changing in the new face of technology, and FP Alpha emphasized that right now presents a better opportunity than ever to reexamine old practices to see what can be simplified, automated, or altered.
At the same time, Morningstar's CEO Kunal Kapoor highlighted that efficiency comes with a greater demand towards personalization, and Orion's new CEO Nataline Wolfsen also spoke of the importance of aligning technology with the human elements of trust, shared values, and personal understanding.
Apex Fintech Solutions noted that the average advisor rings in at a cool 97% retention rate for acquired clients, suggesting that net new assets may provide a clearer lens for growth than the more traditional AUM metric. In the same vein, they also highlighted that hybrid firms (i.e., those that offer both digital robo-advice and human touch) are growing faster than almost everyone else, with 24% of net new cashflows despite the low aggregate number of firms with this business model.
Of course, with digitalization, integration, and automation comes cybersecurity risks. Digital hygiene, encryption security, and good staff training can all be enormous factors in the overall safety of the company, as explained by Patrick Hennessy, Schwab's Director of Business Consulting.

Finally, the annual T3/Inside Information Software Survey, which assesses the software programs used by financial advisors, found that tax planning tools are on the rise – with adoption rates jumping from 30% to 43%. Likewise, while CRM usage has slipped by about 5%, the overall number of advisors who use a CRM still remains at a dominant 92%. And lastly, as data becomes more comprehensive in today's digital landscape, cybersecurity rises in importance – and cybersecurity tool adoption remains on a slow, but steady, rise.

Ultimately, the 2024 T3 Advisor Conference brought together advisors, leaders, vendors, and students from all across the financial advice industry to share insights on threats, changes, observations – and, of course, to examine new opportunities in a constantly shifting fintech landscape. As software providers grow in number and their offerings expand in complexity, automation and cybersecurity will be central themes as client preferences continue to change. Which means that there is plenty of space – and demand – for technology to evolve, continually helping more advisors to be better, and more successful, and also allowing for the definitions of 'better' and 'successful' to grow as our technology options do as well!

The Latest In Financial #AdvisorTech (February 2024)

February 5, 2024 07:01 am 0 Comments CATEGORY: Technology & Advisor FinTech

Welcome to the February 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

This month's edition kicks off with the news that financial planning software platform RightCapital has launched a workflow management tool called RightFlows to help advisors manage and assign steps in the financial planning process to team members and clients – which on the one hand capitalizes on advisor demand for workflow solutions tailored to the financial planning process without using a separate third-party tool, but on the other hand raises questions about how many different workflow support tools advisors will want to manage, given that many already use workflows within their CRM software (and other individual software tools may follow RightCapital's lead by offering their own embedded workflows).

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including:

Dispatch (formerly OneAdvisory) recently raised $8 million in seed funding as it seeks to provide a centralized data warehousing solution for advisory firms and eliminate the need for point-to-point data integrations between individual software solutions – which although a relatively new category for AdvisorTech, seems poised to pick up steam as advisors increasingly seek better integration among their constantly-expanding tech stacks
Flourish has launched a new annuities platform, aiming to not only provide a marketplace of fee-based annuities for fiduciary RIAs but also to solve for the operational challenges of implementing annuities (and their notoriously burdensome paperwork) through streamlining and automation of the application process
Estate planning software provider Vanilla has announced a partnership with Vanguard's Ultra-High-Net-Worth (UHNW)-focused Personal Advisors Wealth Management, as Vanguard seeks to improve its estate planning offerings to better compete with other UHNW-focused firms and shows that the market for estate planning technology remains strong even as fewer and fewer people are actually subject to estate tax

Read the analysis about these announcements in this month's column, and a discussion of more trends in advisor technology, including:

Income Lab has released Life Hub, its holistic "financial dashboard" tool, as a standalone software offering where it will compete with Asset-Map – which underscores the growing popularity of tools that can clearly visualize a client's current financial situation, while highlighting how different software companies have approached the question of whether to split off popular features as their own standalone solutions or to leave them "bundled" with their other offerings
At the annual T3 Technology Conference, Artificial Intelligence (AI)-related vendors were present, but overall the tone towards AI was more measured than expected given the hype surrounding AI over the past year – suggesting that even though AI may prove transformative for AdvisorTech in the long run, it has a long road ahead for gaining trust and adoption in the advisory industry

And be certain to read to the end, where we have provided an update to our popular "Financial AdvisorTech Solutions Map" (and also added the changes to our AdvisorTech Directory) as well!

*And for #AdvisorTech companies who want to submit their tech announcements for consideration in future issues, please submit to [email protected]!