As the new year approaches, it’s a good time to look back and evaluate what blog posts and topics have resonated most with our readers. It’s also a convenient way to get caught up on the top posts, if you missed them.
We have selected the five most read posts in 2015, based on data from January 1 through December 7, 2015. Enjoy!
Every advisory business struggles with the same challenge: how to grow? Many established businesses miss opportunities because they just don’t have a way of tapping the lifetime value of their clients. In this post, we looked at practical strategies to unlock value among existing client relationships. Even though this post was publishing in 2014, it was the most read throughout 2015!
Many financial services businesses, particularly those involved in the distribution of financial products like investments and insurance, are facing challenges posed by digital technology. “Fintech” refers to a new generation of financial technologies that are challenging every financial services business to up its digital game – starting with this terminology primer.
Online security was a dominant theme in 2015. In order to help financial advisors, we identified several high-priority actions that advisors can (and should) be taking to protect their privacy and security online, as well as the privacy and security of their clients. Security is a process that involves understanding the threats and putting in place systems and procedures to mitigate those threats. Highly recommend this one!
As more and more digital self-serve tools emerge for helping consumers manage their financial lives, human advisors will need to find ways to incorporate some of these technologies into their service offering. In this article, we look at the rise of the “bionic advisor” – a kind of technologically enhanced human advisory practice – and the future of financial advice.
Advisory practices are faced with an increasingly complex set of rules and regulations for security and compliance. In this post, we outline a number (17, to be exact) of ways that the Ticoon platform can help your practice stay secure and compliant.
We’d love to hear your feedback on any of these posts. Add a comment or email us at firstname.lastname@example.org and tell us what you think.