Blog categorized as Advisor Technology
Discover how integrating your advisory firm's software tools can boost productivity, streamline operations, and enhance client service, freeing you from manual spreadsheets and data silos.
Discover the best transcription tools for financial advisors, comparing Google Meet, Tactiq, and Jump App to enhance meeting documentation and compliance.
A strategic compensation plan aligns leadership, advisory excellence, and workforce optimization to fuel long-term growth—TruGrowth Consulting helps firms design and sustain this system.
Inaction in advisory firms can be as harmful as wrong decisions. Learn why decisive action drives growth, plus strategies to overcome inaction, empower teams, and boost accountability with the Owns, Executes, Informed (OEI) model. Stay tuned for more insights!
Discover how to effectively implement the new CFP Board Technology Standard and enhance your practice as a Certified Financial Planner.
