Blog Articles

  The value of cryptocurrencies has exploded in the past year and it doesn’t seem to be a temporary trend either. This unpredictable form of online trading reached $653 billion in market capitalization at the start of 2018 with some experts saying this may be a major force in ...

SEO stands for search engine optimization and whether you are a candy store, a bungee jumping service or a financial advisor, it is one of the most important aspects of your digital presence. We live in a world where Google holds an incredible amount of power over new customers ...

‘Robo Advisors’ are becoming a taboo term among the financial advisor community due to their increase in popularity and complexity; thus creating unsurety about where the profession is going. The younger generation is a large target market for this technology due to its price ...

On June 7th, Advisor Websites and FA Client Machine hosted an exciting webinar: "3 Keys to Unlocking Riches in Financial Advisor Niches". In this webinar, Jill Addison discusses how important it is for financial advisors to define the niches they serve and how online videos are ...

It is not breaking news for anybody that people love to talk on the internet. Thousands of discussions are happening every minute through different social channels and messaging apps. Reddit and Quora is run by questions or pieces of content that are posted, which then allows ...

How much time do you spend answering clients questions through call or email? How often are they about simple mundane questions like, “what is your hourly rate?” or “how many people can we have under one profile?” Customer service is becoming a time-consuming task for every ...

Whether you like it or not, success as a financial advisor is very dependent on your customers. The number of customers you have, the services you’re providing for them and the value of assets you are responsible for, all contribute to an overwhelming amount of information. Just ...

If artificial intelligence isn’t already a part of your work or personal life, it will be soon. AI is becoming more accessible to businesses, and everyone wants to integrate this game-changing technology into their companies. Trucking companies are purchasing self-driving semis, ...

Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. Redtail is dedicated to helping ...