How Technology is Giving Clients Easier Access to Their Financial Data

Independent financial advisors are in an ongoing struggle: Independence gives them huge advantages in terms of client relationships and personalized service. On the other hand,

Taxes can be an investor’s biggest expense, and a well-informed financial advisor can help clients forecast their taxes and proactively identify ways to help them

To drive growth organically, advisors need to engage in activities that deliver high value to clients. This means they should get out of low-value activities