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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!

Working with Open Government Canada

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.

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Disinfectant Industry Report | Investa Insights

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.

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Top 4 Keys To Client Retention

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.

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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...

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What is Betterworth?

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!

read more

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:...

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