Strengthening Relationships in the Robo-Advisor Era

As much of the industry shifts to robo-advisors, there is still a largeswath of clients, especially wealthier clients, who still prefer having aone-on-one personal relationship with their human advisor. Keeping theseclients engaged while still running an efficient and compliant practice is oneof the biggest challenges many advisors face.Clients want a personal relationship with a trusted Read More »

MyRepChat Helps You Win

MyRepChat was created by a Financial Advisor and Registered Principal to fill a void in communication that existed in the financial services industry. After I created it for myself, I soon recognized that MyRepChat could also help the entire industry. MyRepChat has gone head to head with larger firms that also are recognizing the use Read More »