1. Seven Ways to Find Clients

    At some point in their career, it is safe to say that every financial advisor will have difficulty building a customer base. As a new financial advisor, you have tried everything to find the right clients. Whether you have tried building a customer foundation through referrals, cold-calls, marketing, or networking you still may not have found the clients you were hoping for. For advisors that are …Read More

  2. Tips to Defeating Industry Challenges as a Financial Advisor

    Despite the best efforts of those who are involved, the financial sector continues to have a negative reputation for unethical and sleazy behavior.  But why is the industry viewed negatively? Well, most people aren’t as knowledgeable about finance as they are other topics. In addition, the financial industry has been negatively viewed over a long period of time due to consistent actions associa…Read More

  3. A Financial Advisor’s Journey to Success

    Being a financial advisor can be a tough, but rewarding career. It is common for advisors to expect instant success, unfortunately, that isn't usually the case. But, what is a success as a financial advisor? Is it having such a big client list, that you actually have to turn people down who want your services? No, not necessarily. In fact, you start your journey to success by simply following basi…Read More

  4. Common Acronyms of the Investment World – Part 2

    A few blogs ago, we went through a list of some of the most common financial terms. As a financial advisor, you are likely familiar with these terms. However, with the way the financial industry continues to change, there always seem to be one more acronym to learn. Today, we want to explore a few more acronyms and what they mean. OTC This acronym stands for over-the-counter. It is used to refer t…Read More

  5. Practical Hacks for Running Your Advising Practice Smoothly

    Financial advising can be a cutthroat industry. Any quality advantage you can get is important. AlphaDroid is here to provide you with powerful tools on the market and money side, but as we can say without a doubt that excellence begins in the office. Whether you own a practice or you work for a firm, the way you run your practice day-to-day is the foundation that will be steady under your feet w…Read More

  6. Common Acronyms of the Investment World

    The investment world is a bit like the medical one; we’ve got lots of acronyms! While shortening long terms to their first letters makes it easier to get through a conversation or email, it can have the opposite effect if you don’t know what those acronyms actually mean. We’ve all found ourselves tripping over multiple collections of letters and feeling like we’re reading a different langu…Read More

  7. How to Build Client Confidence and Loyalty

    Thousands of people depend on the expertise of financial advisors to secure their retirements, educational funding, and beyond. They trust financial advisors to know how different types of investments work, what the risks are, and which type of investment best suits their goals. Both the advisor and the client experience some level of risk, and this can be especially challenging for the client. Th…Read More

  8. Common Investing Mistakes to Avoid

    If you’re reading this blog, chances are good you’ve had some experience with financial investing. In fact, you may even be a financial advisor who tells people what to do with their money. You may already be aware of the most common mistakes that investors make, but whether you are or not, it is important to review them so they don’t take you by surprise. As we said in our last blog, mistak…Read More

  9. 7 Keys to Excelling as a Financial Advisor

    Financial advising and investing isn’t for the faint of heart. You hold the financial futures of your clients in your hands, and very often, your success lies with theirs. Not only that, the world of financial advising is growing as more and more people try their hands at helping others invest their money. You need to stand out, and the only way you do that is by delivering authentic results. At…Read More