#ItzOnWealthTech Ep. 45: RIA Technology Hoarding and COVID-19 with Kristen Schmidt

"I think the most common question recently is, can you look at my tech stack and is it good enough? One, can I sustain, two, can I grow? And three, where am I at economically? There's some cost to all of this technology and it's fair to say in this economy, can I skimp on […]

#ItzOnWealthTech Ep. 38: 3 Reasons Advisors Shouldn't Do Everything Themselves with Jim Palumbo

"We have one humongous arch-nemesis and the initials are DIY. The do it yourself-ers have ultimately decided to just try to go it on their own. A majority of advisors don't choose a platform like ours, end up just doing everything themselves and here they are a year or two later, their hair is still […]

CRM Implementation Strategy

5 Foolproof Tactics for a Successful CRM Implementation

"What I found over the years is the most important thing is for a team to come together over a compelling vision, a comprehensive strategy for achieving that vision, and then a relentless implementation plan." — Alan Mulally, Former CEO Boeing, Former CEO Ford Motor Company I was fortunate to hear Alan Mulally speak earlier […]

Tamarac integration partners

3 Updates to Tamarac Integration Partners that RIA's Will Love

I'm writing this post from seat 29C on a United flight from Newark to Los Angeles where I'll be attending this year's T3 Advisor Conference.  The ability to stay productive almost 24/7 is both a boon and bane.  Advances in technology provide me with wifi access at 35,000 feet, but also piles on the pressure […]

CRM Software Comparison

Redtail vs Salesforce FSC: Which is the best CRM for Financial Advisors?

Customer Relationship Management (CRM) software that is fully-integrated into a firm's infrastructure can be an incredibly powerful tool.  It is just one of a wide array of financial technology (fintech) tools that have been engaged in a technological arms race for advisors trying to stay abreast of their competition as well as the expectations of increasingly tech-savvy clients. With […]

envestnet advisor summit 2015

Envestnet Advisor Summit 2015 Fast Twitter Recap – Day 1

I'm here is sunny Chicago, enjoying the unusually nice weather, deep dish pizza and Goose Island beer, while attending the Envestnet Advisor Summit 2015.  This is a quick overview of some of the key information presented during the first day of conference. Follow us on Twitter to get live updates from the next two days […]

Which CRM is Right for You? Envestnet|Tamarac's Advisor CRM

Some of the most popular posts on this blog come from two series of articles: Which Portfolio Rebalancing Software is Right for You? and Which Financial Planning Software is Right For You? Adding to this trend, I'm launching a new series called, Which CRM Software is Right for You?  In it, I will be reviewing Customer Relationship […]

5 Ways a Web Portal Can Excite Your Clients

This is a summary of part of a panel discussion from the Tools and Technology Today (T3) Conference that took place February 11-13, 2013 in Miami, FL. The original subject of the panel was Advent/BlackDiamond integration, but it morphed into more of a discussion of how firms are leveraging their CRM systems to become the […]