advisor

Why Advisor Software Feels so Outdated

Walk into an average advisor’s office today and you might see technology that reminds you of a set from a 1960′s science-fiction show – incomprehensible blinking lights and systems that don’t really seem to do anything.

It’s not because advisors are nostalgic about the 1960’s view of the future. It’s because, for the most part, their primary technology systems were either developed or purchased over a decade ago.…

Why Jerry Maguire is Wrong

“And suddenly it was all pretty clear. The answer was fewer clients.” — Jerry Maguire

Translation: “I’m abandoning the people who need me the most for the clients who can afford to pay a lot for my time.”

show_me_the_money

 Some advisors would agree, finding the logic simple and obvious:

My business is dependent on heavy personal contact, so I can’t just keep bringing in more and more clients.