GV Insights – Practice Management

No matter what type of practice you’re running, having the proper practice management system in place is crucial to growing your business. From the latest tools to a strong social presence, practice management is a broad but important area of focus. This month, bringing you some notable trends in the industry, a key blog to follow, and some helpful content to make practice management easier. Trends The chart below shows …

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How to Set Competitive Prices for Your Financial Planning Services

If you’re like most financial advisors, you work hard for your clients. You provide financial guidance, manage their investments, educate them, and answer their questions. But how do you know the true value you provide? And when you set your fees for financial planning services, how can you find the balance between running a profitable business and keeping your prices competitive? Setting your pricing model can be overwhelming. Most advisors …

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Is Your Outdated Technology Putting Your Firm at Risk?

You may have heard in the news recently that top advisory firms are investing millions in technology to streamline their operations and improve their clients’ experience. In particular, Ron Carson’s firm, The Carson Group spent $52 million on a new “Digital Client Experience” platform according to Financial Planning. What’s more, business is reportedly up as a result, with the revenue increasing 243% over the last five years. The technologies we …

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GV Insights – Consumer Insights

Introducing GV Insights Welcome to the first month of GV Insights. Every month, you’ll get access to the latest content on a range of topics, from real consumer insights to industry perspectives. Improve your practice and hear what consumers want in an advisor with the free newsletter designed to keep you ahead of the curve. Packed with value, each newsletter is broken up into easy-to-read sections so you can quickly find …

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Digital Compliance Solutions For Financial Advisors

Along with digitizing your practice’s client documents, more and more financial advisors are finding digital compliance solutions to reduce operational gridlock. Although essential, compliance tasks can be overwhelming and time-consuming. Financial advisors face a number of compliance tasks on a nearly daily basis as well as annual compliance reviews. With increased pressure from the recent Department of Labor Fiduciary Rule, advisors are looking for a seamless solution to verify that …

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Top Priorities for FINRA Regulators in 2018 Examinations

On January 8th 2018, FINRA released its annual Regulatory and Examination Priority Letter, which details what the regulator will focus on this year. FINRA is a not-for-profit organization authorized by Congress to protect investors. With a limited budget, 3,700 broker-dealers to oversee, and over 600,000 individual brokers, FINRA sets top priorities each year in order to best protect investors. This year, there are 20 major priorities listed and 6 new …

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How to Talk to Your Clients About Bitcoin

Most financial advisors have started getting questions from their clients about bitcoin, as excited investors cheered the recent increase to over $17,000 per coin, followed by its dramatic fall to under $12,000 a few weeks later. News stories of Millennial Millionaires who got rich quick from bitcoins have piqued interest. But if you’re confused by the terms bitcoin and blockchain, you’re not alone. The currency and its network are not …

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enterprise

Announcing GuideVine for the Enterprise

As 2018 begins, we find ourselves in the middle of a major shift in consumer preferences toward online content and research driving how people select their financial advisors. Clients want to be able to find an advisor that meets their needs, cultivate a trusting relationship, and see quick results. And they are increasingly starting this journey online. At GuideVine, we have been focused on enhancing this customer journey while increasing …

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2018 Message from the CEO

GuideVine CEO Raghav Sharma provides a look at what's to come for 2018.

Happy New Year from GuideVine. As we began 2018, people were optimistic about the year ahead. The economy is showing signs of growth and markets are strong. But for many, this has been replaced by major uncertainty, not the least of which is how the Federal funding process will play out in the long term. People are wondering what will happen in the Federal Government shutdown, how will it impact …

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Creating a Paperless Advisory Practice

Every business, including financial planning, is becoming more and more digital. Digitizing your documents saves time, storage, and creates backup copies of important files. As an advisor, you likely use at least one software program to help you build a financial plan, gauge a client’s risk tolerance, or allocate a portfolio. But are you using software to organize and store your documents? Here’s how to create a paperless financial advisory practice. …

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