Wealth Management
6 articles
Beyond the CRM: Why Financial Advisors Are Adding Holistic Family Protection Platforms to Their Tech Stack
Financial advisors are increasingly adopting holistic family protection platforms like iVaultX to complement their CRMs, moving beyond traditional asset management to offer comprehensive value and address clients' demands for protection of their entire 'life infrastructure.' This new category of technology helps advisors become indispensable family guardians by securing digital assets, legal documents, and family instructions, creating new revenue opportunities.
Are Your Financial Advisor Fees Too High? How to Find Overlooked Investment Costs
Many affluent investors overlook the costs quietly deducted from their portfolios annually, which can become expensive over time. The KeepMore Company helps investors objectively assess and negotiate whether their financial advisor fees and investment-related expenses remain fair.
Scaling Your Pipeline: A Wealth Management Lead Generation Case Study by Intention.ly
This article outlines Intention.ly's "Growth Engine" model, a systematic approach to wealth management lead generation that emphasizes strategy, technology, and execution over disconnected marketing activities. It details how firms can transform stalled pipelines into predictable growth through a comprehensive, integrated system.
What It Takes to Be a Forbes-Featured Advisor: A Deep Dive into John Mateyko's Method
This article takes a deep dive into the method of John Mateyko, a Forbes-featured financial advisor, exploring his two decades of experience, client-focused philosophy, and personalized planning strategies at IDEX Financial. It highlights his credentials and commitment to helping clients navigate complex financial decisions.
Searching for a Schaumburg, IL Financial Planner? See Why John Mateyko is a Top Choice
John Mateyko, a Fiduciary Financial Planner and Managing Partner at IDEX Financial in Schaumburg, IL, brings over two decades of experience to helping clients navigate financial decisions. This article highlights his qualifications and why he is a top choice for financial planning in the Schaumburg area.
Rathbones blunder prompts FCA review into client cash handling
Rathbones, a prominent UK wealth manager, faces a £60 million hit and the end of a lucrative practice: retaining interest on client cash.