Blog Entries by Cynthia Stephens, VP of Marketing, ByAllAccounts

How to Get Started Creating (or improving) your Advisor Workflows

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Tuesday, April 15th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

During February SEI, Redtail Technology, ActiFi, and MoneyGuidePro announced an advisor workflow partnership. Workflows from a CRM system, a financial planning tool, and a custodial platform have been fully integrated with one another. Workflow, according to MoneyGuidePro’s Kevin Hughes, is a hot topic. After all, who among us doesn’t want to improve operational efficiency and spend more time on the higher-value-add activities?..Read More »

Announcement

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Sunday, April 13th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

As you are likely aware, a security vulnerability, dubbed “Heartbleed,” was discovered in recent versions of OpenSSL, which is used throughout much of the Internet...Read More »

4 Ways Wealth Managers Should Deal With Distressed Clients

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Thursday, March 20th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

In the daily business of managing a client’s portfolio, it is sometimes easy to lose sight of our clients as individuals, with fears and concerns that spill over into their financial lives. While putting client interests first is part and parcel of an advisor’s role, Elizabeth says it can be especially important when they are in the grip of high emotional distress caused by an event such as death or divorce, or even with someone who has irrational fears about becoming a bag lady...Read More »

What data sources information do you need to get started with account aggregation?

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Thursday, February 27th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

As I speak with advisors, I find many who have made the business decision to begin using account aggregation to gather and report on outside assets. I would guess that most are already familiar with the benefits of aggregation. Some of these advisors, however, are hesitant to get started because they don’t know what information is going to be needed and don’t want to ask their clients for it. Today I’m going to lay out what you’ll need to know and how to gather it...Read More »

Five Facts Financial Advisors Need to Know About Medicare

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Tuesday, February 25th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

Elaine Floyd, CFP, is passionate about educating Baby Boomers and financial advisors on the facts of social security and Medicare. She told me that while many advisors are starting to have conversations with their clients about this, most are way behind...Read More »

Podcast: Interested in adding healthcare experts to your professional network?

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Thursday, February 20th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

Listen to a short podcast on our new educational program designed to help advisors...Read More »

Advisors: Are you ready for the 1 billion?

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Wednesday, February 19th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

In Investment Advisor’s October 2013 cover story, “Where Are All the Women?” Danielle Andrus suggested that financial firms need to reflect the diversity of their client base. That’s where things are going to get interesting, because there’s a mushrooming population of wealthy African-American, Hispanic and Asian-Indians in the United States. Moreover, 1 billion women are projected to enter the global economy over the next 10 years. Does your firm align with these trends?..Read More »

3 steps to assist your clients in planning for their healthcare expenses

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Tuesday, February 11th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

According to Dinesh Sharma, the financial planning business is about managing “unpredictables” such as investment outcomes or lifespan. Health care expenses – with their high degree of uncertainty – are more of the same. “It [uncertainty] doesn’t mean you shouldn’t plan”, says Dinesh...Read More »

How can you make your firm more attractive to clients concerned about healthcare costs?

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Thursday, February 6th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

On average, financial advisors say their clients should expect Medicare to cover about three-fifths of their annual health care costs. Couple this with numerous studies that show the average American has not yet saved enough for retirement, and the 10,000 Baby Boomers who are retiring each day, and an alarming picture begins to come into view...Read More »

How does the SEC feel about account aggregation?

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Friday, January 24th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

If your fiscal year ended December 31st then someone is likely in the process of preparing to submit the ADV form to the SEC. Perhaps this is why I’ve received a few recent calls from attorneys asking about custody on behalf of their advisory clients. Or, maybe the recently issued Examination Priorities for 2014 is on everyone’s radar. In either case you may be wondering how the SEC feels about account aggregation. Let me answer that question for you...Read More »