Platforms and digital adoption
Newer and smaller doesn’t mean better for tech when it comes to platforms switching to digital processes, according to our latest report in our Adviser Tech Stack series. Data that tracks which platforms have been the best at adopting digital technology to speed up...
Five ways financial advisers can use video to better connect with clients
Heather Hopkins recently caught up with the enthusiastic Kate Holmes at Advice Tech Live about the many ways that financial advisers can use video to delight their clients. Kate is a CFP professional, co-founder of the Video Creation Masterclass and host of The...
Michael Kitces: Are you wasting half your time on stuff?
Michael Kitces, Washington DC-based financial planner, commentator and legendary Nerd’s Eye View blogger, was one of Heather Hopkins’s star guests at our recent Advice Tech Live event. Are you wasting over 50% of your time on “stuff”? They began their conversation by...
Advice Tech Live 2021
On Tuesday the 19th January 2020, NextWealth hosted a virtual event, Advice Tech Live. In case you missed a session or if you want to watch it back, we’ve provided videos of each sessions below. We spent two hours sharing tips, tricks, live demos and research to...
Productivity hack: Time tracking and task management
Heather Hopkins recently spoke with Ella Davies of LIFT-Financial to discuss the benefits of time tracking and task management software for financial planners and their clients. You can watch the full video recording here. Many professional service businesses;...FOLLOW US
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