Advisor Products
Making Your Client Portal Compelling And Easy For Clients
Advisor Products provides secure portals to more than 75,000 clients of RIAs and has nearly five years of experience in this arcane new software category.
How An RIA With $1.6 Billion AUM And Serving As A Multi-Family Office Uses Advisor Products Client Vault
After 25 years as a hand surgeon, Dr. Bob Tucker left his position as medical director of a large orthopedic group in St. Louis in 2006 to become a financial advisor. Tucker joined Plancorp, an RIA in St. Louis with $1.6 billion AUM founded by Jeff Buckner. Buckner, a co-founder of Zero Alpha Group, a network of nine RIAs managing about $9 billion, gave Tucker oversight of operations, drawing on his experience in running a medical practice.
In October 2010, Plancorp selected AdvisorVault as its client portal platform. Plancorp, which uses Schwab PortfolioCenter for portfolio manageme
How A Sole Practitioner Is Scaling His RIA With Client Portals
With a background as an industrial engineer, CFP® Rick Epple says he realized in December 2008 that he needed to radically shift the way he managed his practice. “After the market crash in October 2008, I thought to myself that I could not do this anymore,” says the founder of Epple Financial in Wayzata, Minn. “With all the time it took to reassure clients, the fact that my technology systems did not talk to each other made it difficult to quickly get information and communicate.”
Tooting Your Own Horn Versus Telling Stories About How You Help People
Bob Powell, in his post today on A4A about advisors using social media, says he does not like advisors tweeting about calling the last market top correctly. I agree. Apart from raising compliance issues, most investors would doubt your ability to call every market turn. However, it is good to tell stories about clients you help. For example, let me tell you about a client I just spoke with.
SlideShare Remains The No. 1 Content Marketing App For RIAs; Brainshark Overpriced
SlideShare is still the best slideshow app for small businesses. Brainshark has more features but is too expensive for most RIAs. This post contains practical tips for creating your own content as well as an indepth look at SlideShare versus Brainshark.
