3 Automated Ways Advisors Can Get Information

Spread the love

There’s a rising interest in getting information “pushed” to us, instead of searching around for it. A popular tool for this automation is push notifications. Google defines push notifications as “messages that are sent to users who have opted in to receive them”. Some examples include: LinkedIn email alerts about new Connection requests, or those little red bubbles on iPhone apps that need your attention.

The most efficient advisors are saving a lot of time by getting information “pushed” to them, and you can too! Here are 3 key ways:

1) RSS Feeds – for industry news.

Stay on top of news stories relevant to your business, industry, and personal interests with an RSS feed. We mentioned RSS feeds in last week’s blog post, and how using one can reduce time you spend bouncing between favorite websites. With RSS feeds (i.e. Google Reader), you “subscribe” to websites you like and, voila, their content is pushed to one place. Simply visit your own RSS feed and the content from all your favorite sites is there! Pretty awesome, huh? Setting up an RSS feed is a surefire way to easily stay in-the-know on news that’s relevant to your practice.

2) Advisor Alerts – for account transactions & changes in portfolio allocation.

Advisor alerts on Blueleaf

That’s right, these alerts DO exist. Advisor alerts can notify you about transactions within client accounts, as well as significant changes in portfolio allocations. Whether there is money on the move, or allocations adrift, you need to know what is happening with your clients.

With Blueleaf portfolio monitoring, advisors monitor ALL of their clients’ accounts (both custodial and held-away) and receive notification when something important happens. Simply set thresholds for what you consider to be a “significant” transaction (i.e. anything >$5,000) and a “significant” change in portfolio allocation (i.e. >2% off target), and Blueleaf will automatically put an alert on your dashboard if something happens. Plus, Blueleaf emails you every morning to summarize the previous day’s alerts. Advisor alerts give you peace of mind that you’ll remain in-the-know.  [ Click here to learn more and “See it in Action!” ]

3) Text Messages – for event reminders.

We all have busy schedules and sometimes need an extra reminder about an important event or meeting. Whether you use Microsoft Outlook or Google Apps for your business, you can receive calendar event reminders in the form of text messages (also known as “SMS”). Efficient advisors are using this option to send themselves text message push notifications about key events on their calendar so they don’t forget. Text message calendar reminders allow you to “set and forget”.

If you use Microsoft Outlook, read instructions here; Google Apps users, read instructions for customizing notifications here.

Do you use automation to get other information “pushed” to you? Share your tips in the comments below!

Carolyn is Blueleaf’s in-house marketing guru. She writes on The Blueleaf Blog to make advisors’ lives easier, offering practice management and client engagement tips where and when they’re useful. Outside of the Blueleaf offices, she can be found running a 10k or cooking her famous chili. Chat LIVE with Carolyn on Twitter @BlueleafAdvisor!