Brighton Securities’ Post

AI is a tool that’s used differently in different sectors, here’s how I’m helping our team at Brighton Securities use AI effectively. #artificialintellegence #wealthmanagement #financialeducation

Great insight and call-to-action from our very own Wade Spencer! Large wealth firms are squandering the opportunity to leap ahead with client engagement tech! The enviable mix of resources, top-down models and technical maturity SHOULD have them lapping smaller peers.

What's new on the Zoe Wealth Platform? Discover our exciting updates, designed to help you create a more individualized investment experience for your clients. Onboard clients faster with our all-in-one digital experience: Our client onboarding tool streamlines the account setup process by allowing all steps to be completed simultaneously. ✉️ Advisors can build an envelope that includes multiple accounts, pre-filled client information, account transfers, and their advisory agreement. Clients will receive one email to review their information, approve account transfers, and sign in one seamless process. 🖋️This feature significantly enhances onboarding efficiency, removing repetitive tasks and saving valuable time for both advisors and clients. RIAs can unlock scalable growth by simplifying client onboarding while providing exceptional client service. Want to learn more? Fill out this form at https://hubs.li/Q02JgnD20 #FinancialAdvisors #WealthManagement #ZoeWealthPlatform #ZoeFinancial

Some great insight from this survey on advisors considering moving platforms and what are the differentiators. 1) The difference between "considering" moving 70% and "actively" evaluating 17%. If platforms take their existing advisors for granted, they will move from considering to active. 2) 85% would move for the right opportunity, payouts, operational support, and growth matter, while relationships are less important. Brian Heapps CLU®, ChFC®

We are proud and honored to share that we have been selected as one of Forbes Magazine's 2024 Best-In-State Wealth Management Teams! Inclusion in this ranking considers a host of both qualitative and quantitative factors, but we believe that the driving force behind our success is the relationships that we have built with our clients. The trust and confidence that they place in us is what makes our day-to-day work so rewarding. <<< https://lnkd.in/gQfNzx4Q >>> Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22-3/31/23. https://lnkd.in/gsf-ekWS #Forbes #SHOOK https://lnkd.in/gU3zjpCQ

It goes without saying that in today’s modern era of wealth management and financial services broadly, technology plays a significant role. This could not be truer when bringing Client Life Management to the table and actualizing this more comprehensive engagement model both at the firm and advisor levels. Digital Vaults are one piece of technology emerging as a must-have for all types of firms, scale, and sizes, with their ability to transform financial firms into delivering these modern, high-touch wealth and advisory relationships. Digital Vaults enable financial information, data, and documents to converge in your firm as a single source for the modern professional and client, ultimately providing better insights, deeper engagement, and more value across all stakeholders and family members in the client relationship. https://lnkd.in/d8iUpEmd #WealthTech #ClientLifeManagement #DigitalVault

Stay ahead of the curve in wealth management! Discover how embracing the digital shift can elevate your firm's efficiency, client experience, and security. Read the latest blog by Nick DeVore for insights that make a difference! https://bit.ly/3QusDp6 #wealthmanagement #digitaltransformation #FinancialServices

Great article about growth platforms in Wealth Management! Thanks #FactSet and Jon Russell for the call out of #CapIntel. http://bit.ly/3yKyKjs

For ultra high net worth UHNW clients, the emphasis has shifted towards advisors providing concierge-style services over traditional client-advisor relationships and portfolio management. UHNW clients highly value tailored support that extends to managing non-marketable assets like aircraft or yachts, jewelry, and firearms, alongside personalized assistance in areas such as health and security or even executive coaching. Advisors connect UHNW clients with a dedicated concierge, and second, this concierge helps them to access and use the services of a highly curated and tailored selection of third-party service providers across a number of different areas, sometimes ranging 50 or more service providers. These services are mainly divided into 5 categories: - Travel and concierge services - Health and security advisory services - Tangible asset management services - Household financial administration - Personal Enrichment

The Power of Personal Connection in Wealth Management Despite the rise of digital tools, clients still value face-to-face interactions with their wealth managers. This FT Adviser article reminds us that trust and strong relationships are built through personal connection, even in a tech-driven world. #WealthManagement #ClientRelationships #HumanTouch #FinancialAdvisors