efficient

3 Automated Ways Advisors Can Get Information

3 Automated Ways Advisors Can Get Information

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 Efficiency Problem

I want to know what parts of a financial advisor’s day are the most painful, the most mindless, the least efficient. I want to know this because I’d like to confirm my suspicions of an industry-wide problem: that the business of financial advice is largely inefficient, and that inefficiency lies in technology.

Two Problems, One Solution

I often wonder what the average day of a financial advisor looks like.…