fbpx

Blog

Blockchain and Financial Advisory: Why It Matters

Author: Jim Eckel No Comments

Blockchain, cryptocurrency, digital wallets, tokenization. We hear these buzzwords a lot in the financial advisory space. What are they? Why do they matter? Blockchain is set to transform the finance sector in fundamental ways, so independent financial advisors need to have a working knowledge of what it is and how blockchain solutions can help their […]

If the SBA Made Six Loan Payments on Your Behalf, Are You Taxed?

Author: Candice Gerlach No Comments

Since the arrival of the COVID-19 pandemic, the Small Business Administration (SBA) Paycheck Protection Program (PPP) loans and Economic Injury Disaster Loans (EIDLs) have gotten the most attention from businesses seeking a quick cash infusion. But the SBA has several other loan programs that pre-date the pandemic and don’t require a disaster for eligibility. These […]

Crypto and Financial Advisory: Helping Clients get a Foot in the Door

Author: Jim Eckel No Comments

As we discussed in Blockchain and Financial Advisory: Why It Matters, blockchain is the technology on which the first and best known cryptocurrency, Bitcoin, is built. But why does the crypto space matter in the first place? And how can financial advisors intelligently leverage crypto to create value for clients? Let’s find out: As of […]

If the SBA Made Six Loan Payments on Your Behalf, Are You Taxed?

Author: Candice Gerlach No Comments

Since the arrival of the COVID-19 pandemic, the Small Business Administration (SBA) Paycheck Protection Program (PPP) loans and Economic Injury Disaster Loans (EIDLs) have gotten the most attention from businesses seeking a quick cash infusion. But the SBA has several other loan programs that pre-date the pandemic and don’t require a disaster for eligibility. These […]

Top Ten Digital Tools to Transform Your Financial Advisory Practice

Author: Dennis Eckel No Comments

What are some of the must-have digital tools for your independent financial advisory practice? In this article, we walk you through the top ten digital tools to increase productivity, cut your costs, and reach new clients. Read on to find out. Being an Independent Financial Advisor can be challenging. You don’t have the resources of […]

Why it is time for Independent Financial Advisors to go Digital

Author: Jim Eckel No Comments

Why is it time for independent financial advisors to embrace digital transformation? We dive in to address this question in detail and understand why financial advisors are going digital and what they are doing to enable a digital transformation in their businesses. Digital is more important than ever. COVID, lockdowns, and WFH have accelerated the […]

Key Market Trends in The Financial Advisory Industry & The Way Forward

Author: Jim Eckel No Comments

  “Expect the best. Prepare for the worst. Capitalize on what comes.”, these words by Zig Ziglar, capture the essence of what’s going on with the financial advisory sector today. Financial advisory showed promising growth over the past decade and accounted for 29% of the global consulting industry in 2018. The future of the financial […]

Five Easy Financial Advisor Website Changes for Better Results

Author: admin No Comments

A good financial advisor website is not just important—it’s critical. Unless your firm is in a unique situation where you get a lot of foot traffic, your website is the most visible representation of your company. However, for the many small financial advisory firms out there, of course, there are limits to the amount you […]

Find the Perfect Advisor Today

Find A Financial Advisor

ADD YOUR LISTING TO FINANCIAL ADVISORS.COM Sign Up With Us Here: