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The Agile Advisor
The best selection of articles for financial advisors and their clients. Stay up to date on the latest industry news & trends!
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What is Betterworth?
June 15,2020
Imagine if you didn’t have to worry about your financial situation because your advisor always had you covered? How awesome would that be!
Ways Technology Can Organize and Improve Your Schedule
An advisor’s schedule is often cluttered with meetings with clients, portfolio planning sessions, and research on the current market conditions.
Best Online Magazines for Financial Advisors 2021
As part of our efforts to help financial advisors succeed, we’ve researched the best magazines for advisors (print and digital).
Working with Open Government Canada
Betterworth is an AI-powered platform for financial institutions and advisors and was created to accelerate the building of trust between financial advisors and their clients.
Best podcasts for financial advisors 2021
Here are 6 of the most popular and best podcasts for financial advisors!
How Artificial Intelligence is Changing the Financial Services Industry
There have been many developments in the artificial intelligence (AI) and machine learning (ML) space over the past decade. From travel to healthcare to finance, many industries have adopted artificial intelligence, and it only continues to grow and get smarter.
3 Tips to Comfort Your Clients In Times of Crisis
As seen in the COVID-19 pandemic, investors from all walks of life can easily become frantic and emotional following any news of politics, vaccines, etc.
4 Ways to Properly Maintain Your Client Relationships
As the advisory industry grows more competitive over time, any slight mistake or underperformance can cost the advisor a client that is key to their business.
4 Things A Successful Advisor Learns Over time
Following the tips below, you will see what a successful advisor would want their old self to know after decades of experience in the industry.
Free Online Webinars for Financial Literacy Month
Here is the complete list of financial literacy events and resources offered by Canadian organizations
5 Best Blogs Every Financial Advisor Should Subscribe to 2020
Some of the ways you can improve your knowledge, skills and tools are through attending conferences, participating in online webinars, taking additional courses or subscribing to blogs from publications and fellow financial advisors.
Disinfectant Industry Report | Investa Insights
October 2020 Disinfectant Industry Report created by Investa Insights, Queens University Chapter. The report examines how COVID-19 concerns and containment measures have impacted the demand that disinfectant products experience.
4 Most Important Tips for New Financial Advisors
Being an advisor requires the responsibility to invest in yourself and learn as much as you can to beat the others.
The Transition of Wealth and Getting Inside the Mind of Millennials | Financial Advisor Interviews
We had the pleasure of talking to Thomas Kopelman, Financial Advisor at RLS Wealth, about these topics & here is an excerpt of our discussion.
Are you ready for the Generational Wealth Transfer?
The transfer of wealth between Baby Boomers to Generation X and Millennials will be approximately $68 Trillion over the next 25 years. This transfer will make Generation X and Millennials the new wealthiest generation.
Top 3 Reasons for Customer Serial Switching
There is a growing problem within the financial services industry. Customer serial switching is at a record high of 67% and the client retention rate is at a 10-year low.
How do Millennials Prefer to Receive Financial Advice?
Now more than ever, technology has the most influence on younger generations on how they approach everyday activities, including their finances.
Top 4 Keys To Client Retention
While many advisors focus on acquiring new clients to grow their business, they often leave current clients unsatisfied. When this happens, it’s expected that the client is already looking for another advisor.
5 Ways to Market Yourself Digitally as a Financial Advisor
Many advisors have adapted to digital approaches to help them find clients and keep their book of business growing. Within this article, you can learn the top five ways to effectively market yourself in the current market conditions.
Betterworth Beta Release
We are so excited to be launching our Alpha product soon and give every financial advisor a taste of what’s yet to come! (We have butterflies) In this release, advisors can gain powerful...
Established FA? Here are 4 things you need to do to maintain your image
Based on research and conversations with clients about their experiences, here is a list of the 5 things you can do today to maintain the great image built and make sure your client relationships are for the long term.
What is Betterworth?
Imagine if you didn’t have to worry about your financial situation because your advisor always had you covered? How awesome would that be!
WHAT’S HAPPENING AT BETTERWORTH
A JD Power study found that 87% of consumers are interested in financial advice, but only 33% of these consumers actually receive financial advice from their bank. (REF:...