4 Reasons to Think About Cash

by Michael Halloran
February 3, 2016

Clients often think about “investments” and “cash” as being distinct. But financial advisors understand that cash is an asset class, just like equities or fixed income or commodities, and plays and important role in investor portfolios. 


10 Tips for Preparing Your Firm During a CRM Transition

by Junxure
January 28, 2016

Changing CRM platforms can be a daunting process, and at Junxure, we have a dedicated team of migrations specialists who work with each firm to ensure their information transfers properly to Junxure Cloud. How can you prepare for a CRM move? Here are a few tips from our experts to help you overcome your data jitters.


Operational & Human Capital Wins that Drive Growth

by Jennifer Goldman, CFP ® and Kelli Cruz
January 21, 2016

Building a business strategy that supports what you are delivering to your clients and how you want to deliver that service through your organizational structure should be priority one.

Tips for Delivering a Personal Client Experience

by Julie Cochrane
Director, Consulting and Training
January 14, 2016

Delivering a high-level client service experience is a priority for all advisory firms today, and is often a differentiating factor for prospects looking to hire an advisor. The more personalized a service a firm provides, the more likely they will build loyalty and trust that often leads to long-term relationships and referrals.

Advisor Evolution - From Outlook to Integrated CRM

by Kathy Crowley
Sales Consultant
January 5, 2016

As we start a new year, many advisory firms are assessing their technology to see how they stack up against industry trends.