An experienced Financial Advisor shares 20 things he wishes he could tell his 20-year-old self: forbes.com/sites/robertpagli…

Don't be afraid to dive in and make mistakes!

Customer trust and satisfaction is vital in the Financial Planning space. Here are 16 tips to improve your customer service: forbes.com/sites/forbesfinan…

Start the new year on a good foot by booking a demo: bit.ly/WealthbitFA

#WealthbitTip - use your spare time reading books and articles, taking online training courses, keeping up to speed with professional organizations, and securing new educational credentials over time in order to continue building your value to both clients and employers.

81% of clients trust recommendations from family and friends over those made by companies. 58% of successful investors found their advisor through a referral. So don’t trust that the referral will happen naturally, ask!

"There are many challenges ahead in financial services as digital acceleration reshapes the future of business, while the future of work has also permanently changed." forrester.com/blogs/predicti…

The following nine trends describe some of the most significant changes occurring in wealth management at the moment. Would you agree? nasdaq.com/articles/top-9-tr…

Wealthbit can save you up to 4 hours on client administration. Book a demo to find out how: bit.ly/WealthbitFA

Financial advisory firms have had to adapt using virtual technologies to keep their meetings going with clients. Is this new environment set to stay? #financialplanner #wealthmanagement #fintech cnbc.com/2020/10/06/advisors…

As financial advisory firms grow and accumulate more and more clients over time, the increased client load creates a growing pressure to find ways to be more efficient to scale the business. Let Wealthbit help you with scaling your business. Find out more bit.ly/WealthbitFA

Has your client asked you about crypto-currency? forbes.com/sites/robertfarri… #financeandeconomy #financialgoals #cryptocurrency

Financial Advisors, how long does it take you to onboard a new client and create a financial plan? #financialplanning #financemanagement

As financial advisory firms grow and accumulate more and more clients over time, the increased client load creates a growing pressure to find ways to be more efficient to scale the business. Let Wealthbit help you with scaling your business: bit.ly/WealthbitFA

As a financial advisor it is important to ask your clients where they see themselves in 1/3/5 years - navigating various life events. Wealthbit allows you to visually show your client the impact of any of these events, quickly and effectively: bit.ly/WealthbitFA

"Studies suggest that most—at least 70%—of financial planning recommendations aren’t implemented." Read more here: forbes.com/sites/timmaurer/2…

At @FPI_SA Professional Convention on Monday our bus dev lead, Dylan, will discuss how embracing technology to streamline menial tasks will ensure that as a Financial Advisor, you are able to provide your clients with the human interaction that they not only want but deserve.

What is your take on Robo-Advisors? Do you think humans and Robo-Advisors can work together as a hybrid approach? cnbc.com/2021/04/12/why-robo…

Or you could just book a demo with Wealthbit, it's kind of the same thing: bit.ly/3CyDoNG