Category: 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...

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....

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...

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...

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...

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....

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...

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...

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...

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,...

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...

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...

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...

“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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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,...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...