by Simplicity Solutions | Aug 7, 2018 | Technology
Today’s financial advisors stand before a wave of new technologies, overwhelmed with the prospect of having to be experts at each. The tech seems to be infinite, requiring infinite integrations and a thick notebook full of passwords. Redtail, Motif, LaserFiche,...
by Simplicity Solutions | Jun 27, 2018 | Technology
Let’s say you’re buying a new smartphone. You initially go to a big box retailer and find 20 different options with various features, and there’s nobody there to help explain them to you or help you make a decision. So you leave and go to a store that specializes in...
by Simplicity Solutions | Jun 7, 2018 | Advisors
Financial advisors are involved in a very personal space. New clients must share sensitive information with someone they barely know and then trust them to make the financial decisions that will impact the rest of their lives. While every advisor wishes they could...
by Simplicity Solutions | Apr 13, 2018 | Advisors, Operations
Rich Conley, our Executive Vice President, wrote an article that was recently published over at Advisor Perspectives. In it, Rich talks through the difference between where advisors want to spend their time and where they actually spend it. As you are likely aware,...
by Simplicity Solutions | Apr 5, 2018 | Advisors
Advisor firms are comprised of a lot of moving pieces – reporting, billing, trading, etc. – but one element plays a more important part in your success than any other: the client experience. At the core of every great advisor is a process that leaves clients happy and...
