How Can Investment Advisors Manage Their Work?

Registered investment advisors can take different approaches to manage the work on behalf of the clients that they represent. Certainly, some approaches are better than others. However, utilizing tools such as CRMs, SaaS, and other software to streamline their client business is well worth it. Here are a few suggestions for the type of tools that can be utilized in their advisory business.

Investment advisory analytical tools

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Wealth Management

Managing various programs and billing for different products is difficult to do at scale. For some advisors that include both in-house products and those of third-party investment houses, it’s useful to cover both avenues of the business.…

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The Reason Why Hosting Your Podcast on YouTube May Not Be The Best Idea

When YouTube was created in 2005 by three former PayPal employees, its goal was simple, to provide fast and shareable access to videos on the internet. Now operating in over 100 countries and in 80 different languages, it is the largest media platform on the web with over 1 billion views per day and 2.3 billion users a month. With so much traffic on the site each day it may seem like a target-rich environment for a podcast but just because it is popular doesn’t mean it is the right fit.

YouTube podcasting

YouTube podcasts are videos of podcasters as they record the podcast, not riveting imagery.…

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It’s Time to Put an End to Data Silos in Your Organization. Here’s How

If your organization has data or information that no other department can access, then you have a data silo on your hands. For many financial institutions, they are a huge headache. Sections of data that have been walled off from everyone else prevent company leadership from having a full 360-degree of their company’s performance, often resulting in ill-informed decisions.

Data silos

Luckily, resolving these issues has become significantly easier thanks to technology. Here’s how you can end walled-off data and bring your company into the digital era.

It Starts with Culture

One of the most common reasons data silos come into existence is because of company culture.…

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5 Tips For Finding SEO Companies in Dublin’s Silicone Valley

Running a business in today’s, contemporary, world means that you’ll need to take some contemporary measures towards succeeding and establishing yourself as a recognizable brand. Those contemporary measures, unsurprisingly, have to do with digital marketing.

Finding SEO specialist

I suppose you didn’t think you could have a successful business today without investing in this type of marketing and using all of its benefits to your advantage. After all, everyone is perfectly aware of the role the Internet plays in the way companies operate these days and I assume that you are not an exception here.

As you probably know already, there are quite a lot of digital marketing techniques and tools you can nowadays use in order to increase your chances of success.…

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How to use Stock Photos Legally for your Business Website

Do you know the one reason most business sites don’t perform well? It’s the absence of attractive visual content.

Let’s face it, media assets such as photos and videos significantly affect a website’s readability. These elements break large blocks of text and make the overall content easy to skim through.

Legal stock photos

But we can’t deny that keeping a professional photographer in the loop might not be a financially sound decision. Not only can it be expensive but immensely time-consuming too.

So, how do you ensure that your website is visually appealing without breaking the bank? The answer is easy; you have to resort to stock photos.…

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Salon Inventory Management is a key to Retail Sales

If you are a Salon Owner or a Manager, at least once you would have entered into the stock room only to find out the product has run out of stock. Moments like these can bring an odd situation among you and the customer because they have visited your Salon for a particular service accompanied with a certain product and now you have run out of stock.

Salon business

When you run a Salon, you need to be clear about two things. What do you need and how much do you need. According to the Small Business Association of America, failure to manage stock inventory is one of the main reasons why Salons fail.…

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How to Choose a Business Phone System

Your business phone system is your company’s lifeline to suppliers, customers, and the world. It also remains as one of the simplest ways to communicate within a workplace and beyond the company’s walls. That’s the reason why it’s crucial to choose the right and best business phone system as it can have operational and financial repercussions if you use the wrong one for your business.

Business phone system

Making the right decision about the best business phone system requires doing some planning and looking ahead, just as you would when looking for an office space. Working with the right provider can make a difference to your chosen phone system.…

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Why Small Businesses Use Cloud Backup Services

Things can be very challenging for small businesses in all industries these days. In addition to having larger rivals to compete with on a global basis, many also struggle when it comes to time, resources, and business finances.

Cloud backup solution

As a small business, you still need to ensure everything runs smoothly and that you have proper processes in place for vital aspects of your business. However, this is not always an easy goal to achieve.

One thing that all businesses, including smaller ones, must think about is the safety and security of business files and data. In today’s digital age, this is something that is generally stored digitally and many small businesses store their data on company servers and computers.…

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Top Ideas To Start E-Commerce Store Without Investments

You don’t need a large upfront investment to launch a great e-commerce business. Without the need for riches, you can create an online store with valuable products to offer to your customers. There are several ways that you can do this using the tools available to virtual entrepreneurs.

Ecommerce store

photo credit: Anete L?si?a / Unsplash

Top Ideas To Start E-Commerce Store

You may have a great idea but don’t have the finances to support it. This shouldn’t stop you from offering great products and creating a new business.

Dropshipping With No Inventory

This type of company works great for bootstrapped budgets.…

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5 Ways to Make AI a Key Tool in Digital Transformation

Many people consider artificial intelligence (AI) as the technology industry’s future, but with the latest advancements in digital transformation development, the future is already here. Today, many organizations across various industries are applying AI to boost their business operations and maintain a competitive edge in the market.

Developing an AI system

However, not all cases of digital transformation have been implemented without failures. A good example is IBM Watson’s failure to provide results in personalized health care, Microsoft’s social-learning chatbox, Tay that became anti-social after encountering hostile Twitter followers. The difference between the AI projects that fail and those that succeed mainly lies within the business strategies that organizations take.…

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