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Finaeo Blog

In our last blog of the year, Brett Fulmer, Finaeo Ambassador, reviews his favourite digital tools for advisors. Learn how you can grow your business in 2020…

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At Finaeo, we believe the future of financial advice is “Bionic” — a combination of automated technology and the required human touch to provide an unmatched client…

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At Finaeo, we believe the future of financial advice is “Bionic” — a combination of automated technology and the required human touch to provide an unmatched client experience….

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At Finaeo, we believe the future of financial advice is “Bionic” — a combination of automated technology and the required human touch to provide an unmatched client…

Keep Reading

We’ve seen these headlines countless times: Robo-advice is the way of the future or Financial institution introduces direct-to-consumer technology. Many industry experts believe that robo-advisors are…

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Advisors around the world are leveraging technology to automate various parts of their day so they can spend more time with prospects and clients. Connecting with…

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In a world where artificial intelligence and machine learning seem to dominate media headlines, it’s become a common misconception that technology is out to replace human interaction….

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What Your Client Said (While You Weren’t Listening…) Guest Contributor: Robert M. Gignac I was speaking to a large group of financial professionals recently and during…

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What’s your 30 Mile March for Summer 2018? Imagine being an explorer in Antartica.  You have to make it to the middle of the continent by…

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To see the full article click here  https://www.wealthprofessional.ca/news/emerging-markets/the-key-to-scaling-your-advisory-business-241937.aspx  The successful advisors of the past will not be heading the field in the future, according to a…

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In the recently posted article “How To offer More To Your Ideal Clients” by Grant Hicks dives deep into key questions pragmatic financial advisors in 2018 should…

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GUEST POST by Author Grant Hicks, President of AdvisorPracticeManagement.com The difference between an average producer and an elite producer is how they manage their time. How…

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Compliance is becoming a big part of an advisor’s business. For veteran advisors, they may reminisce of a time when there were few requirements other than…

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Happy New Year! Let’s Talk Data So, the Finaeo platform has been out for about six months now, and with the New Year just getting started,…

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The Hypothetical Playbook for a #Bionic Advisor So, I’ve written at length about the bionic advisor and how the future will be bionic. To date, I…

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In this week’s Bit’s & Bytes we answer a question from one of our readers: I have a 5-year-old practice and we are starting to scale.  I recently read…

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So I’ve recently been spending a lot of time in conversation with younger financial advisors (for example, check out this recent podcast with Brandon Chapman). To…

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“The Fourth Industrial Revolution is still in its nascent state. But with the swift pace of change and disruption to business and society, the time to…

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Today, we are doing an exciting blog written by Finaeo friend, Jon Corrigan. Jon co-owns Corrigan Financial and is a group benefits consultant  and Certified Financial…

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So, RRSP season is done and over with. If you’re anything like the advisors in the Finaeo community, this has been a brutally busy, hyper stressful…

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Community Focus: Teighan Malloy on Being a Millennial & Succession Planning by Jonathan Bega So, one of the goals of Finaeo from the get-go was to…

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Today, the Finaeo team interviews Howard Kettner about how he built an immensely successful benefits business and then sold it. We discuss the tips and tricks…

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Customization is the new “it” thing If you’re in group benefits, you’ve likely noticed a recent shift in group insurance over the last few years. For…

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Today, the Finaeo team focuses on what it’s like breaking into the insurance industry as a young advisor. We focus on the dos and don’ts that…

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It’s a breezy Friday afternoon and you’re getting ready to head out for a beautiful weekend. Your clients are taken care of, your tasks for the…

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I’ll Be Back A few days ago, a really interesting blog post by Lemonade caught my eye. In it, the Lemonade team discussed that they had…

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In a previous blog post, I went through the five tips beginning insurance and financial advisors needed to know when starting in the industry (check it…

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So over the last week, the snow has been coming down hard and it’s been getting chilly. I’ve been feeling this particularly harshly as I’ve been…

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Starting a new business is hard. That’s true whether you’re working on a tech company or building out your book of insurance. Starting out a career…

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In today’s blog, I want to discuss the four key technological trends that I believe will transform life for financial and insurance advisors in the next couple…

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Recently, I was listening in on one of our sales guys doing cold calls. When asked what Finaeo does, he would often try to explain how…

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So I’ve spent a lot of time talking about establishing strong relationships with your clients. For example, in an earlier series of posts, I focused on…

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So, in previous blogs, I’ve spent a good amount of time talking about how technology is the key to success in taking on the trends that…

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So at Finaeo, we’re t-minus a few weeks to our official launch. We’ve run a long beta before, but our real first public-facing for-sale product is…

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So, last week, I wrote a blog post about the bionic advisor. In it, I discussed where insurance and financial advisors were going from here. In…

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Today’s blog is going to be in light of a few interesting posts I recently came across. It is going to be one of those techno-optimistic…

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A few weeks ago, I did an article about people and culture article, specifically focused on the three best practices to coaching a junior advisor. You…

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This is part three of our series on startup metrics and why financial advisors need to care. In part one, I discussed why financial service professionals,…

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This is part three of a three-part miniseries on best practices. If you haven’t read part one on the importance of process. Next up was part…

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Today’s article is going to be really fun. I’ve been itching to write this one since the very first blog, but I felt the timing wasn’t…

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People and culture So, over the last few weeks, I have focused on the financial advisor and where technology will take him or her. I closed…

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So, this is the fourth blog in our series on technology and financial advisors. For part one, on building a great online presence, go here. For…

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This is part two of our four part miniseries on technology and how it can help financial advisors grow their books. For part one, check out…

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This blog is a little different from the usual. It’s also part one of our three part series on how technology can help financial advisors grow…

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For the longest time, I believed that the sales funnel and the sales pipeline were two words for the same thing. It was a visualization tool to…

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How to grow your book and business in a shifting landscape This is part 3 of our three-part series on how to grow your book and business in a…

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How to grow your book and business in a shifting landscape This is part 2 of our three-part series on how to grow your book and business in…

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How to grow your book and business in a new world One of my favorite anecdotes about the change which hit the financial advisor landscape comes from…

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