The Secret Sauce in the Top 6 Client Onboarding Vendors
There is a huge difference in scale between JP Morgan, the largest US retail bank with over $2 trillion in assets, and a small community bank like the Bank of Ontario, which is just shy of $50 million in assets. They differ in almost every aspect including number of customers, branches, lines of business and global […]
3 Deadly Sins that Will Kill Financial Advisors’ Business Growth
“Clients aren’t hiring advisors so they can make 1% less per year.” — Ron Carson, CEO, Carson Group This is one of my favorite quotes of the year and a terrific behavioral nudge for advisors to keep looking for ways to increase the value they provide to clients. They should be shown how they are […]
Beam Me Up, Scotty! Orion Enterprise Warps Into a Next Generation TAMP
When I first heard the news that NorthStar Financial was acquiring FTJ FundChoice (“FTJ”) and merging it with their subsidiary, Orion Advisor Services, I thought it was a terrific move. Orion had been slowly moving up the value chain and pitching to larger clients, like broker-dealers and banks, but losing them to market leader Envestnet. The addition […]
