Tag Archives: Morningstar Advisor

How to save $325,000 in your wealth management business

Posted on June 14, 2012 by in Efficiency, Software

You have the potential to save over $325,000 in overhead by adopting one software tool.

As an adviser, you’re always looking for tools and technologies that help you run a more efficient business while increasing the level of service you provide for your clients. That’s one reason why you’re here at FPPad looking for the latest info on solutions.

In this month’s Morningstar Advisor column, I reviewed one software tool that has the potential to save six figures in your total overhead costs each year. And that’s not a made up number. That figure comes from a survey of 20 users that use this software every day.

Find out what it is by reading One Tool With Six-Figure Savings Potential.

 

How financial advisers can improve their personal workflow

Posted on April 27, 2012 by in Efficiency, Software

Let’s face it. Time after time you hear speakers at conferences and on webinars talk about implementing workflow processes in your practice. It easy to talk about, but much harder to effectively implement in a busy financial advisory firm.

So why not start small and target your own personal workflow?

In this month’s Quickview update for Morningstar, I cover a clever web app designed to help you do one thing: master your personal workflow.

Workflowy is a clever web app to help you tackle your personal workflow

Workflowy is the app I reviewed, and the screenshot above shows you an example of how I use it for my own workflow. Read the full column and start experimenting with Workflowy this weekend.

Now at Morningstar Advisor: 2011’s Best Tech for Advisers

Posted on December 7, 2011 by in Technology

One of the best things I get to do is write the annual Morningstar Advisor Best Tech for Advisers column. I get to reflect on all the new tools, products, and software to which I’ve been introduced over the last 12 months, and choose a select few for consideration for best technology targeted to financial advisers.

As I did last year, I awarded the best in tech among three categories: Best Back-Office Technology, Best Client-Facing Technology, and Innovation of the Year.

Click on over to Morningstar Advisor and read the full column.

Enjoy!

Take the 2011 Morningstar Advisor magazine reader survey

Posted on November 10, 2011 by in General

Most of you know that I contribute a monthly column on technology to Morningstar Advisor (and if not, go check it out here!)

Right now, the editorial team is collecting feedback from readers to better understand their needs and deliver content relevant to them.

Please take a few minutes to respond to the survey, which closes on Monday, November 21. Your responses will help Morningstar Advisor magazine continue to be an essential resource for your business.

 

New at Morningstar Advisor: Rescue Your Imperiled Productivity

Posted on August 12, 2010 by in Efficiency

My August column for Morningstar Advisor is now available!

This month I find out just how productive I spend my time each day using a convenient time management utility. If advisors aren’t measuring time spent on daily tasks, how can they identify changes to make to enhance their productivity?

Click here to read “Rescue Your Imperiled Productivity” at Morningstar Advisor.

Get Productivity Tips in The Standard Webinar Series

Posted on July 7, 2010 by in General

If posts seem a bit infrequent on FPPad, it’s because I’ve been busy preparing new content for a variety of sources (including my monthly technology column for Morningstar Advisor).

Also, I finished updating a presentation on productivity tips oriented to financial advisors. I’m presenting these tips during a webinar presented by The Standard.

The FREE webinar is this Thursday, July 8 at 12PM ET, 9AM PT (sorry for the late notice).

Click here to view The Standard Webinar Series page and my presentation titled Productivity Tips: How to Get More Done.

I hope you will join me on Thursday and I trust you’ll get a least two or three tips to help you work more efficiently and effectively to get more done for your clients.

New at Morningstar Advisor: A Simpler Way to Schedule Meetings

Posted on June 10, 2010 by in Software, Technology

My June column for Morningstar Advisor is now available!

This month I tackle the issue of the constant back-and-forth messaging in which advisors often engage to schedule meetings with clients and colleagues. There is a better way!

Click here to read “A Simpler Way to Schedule Meetings” at Morningstar Advisor.