CG Advisor Network helps you eliminate back-office, technology, and investment management burdens so you can spend your time where it really matters: serving your clients and growing your business. Continue Reading.
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CG Advisor Network helps you eliminate back-office, technology, and investment management burdens so you can spend your time where it really matters: serving your clients and growing your business. Continue Reading.
Read MoreIs Your Tech Stack Future-Proof?
At the heart of every financial advisory firm is the drive to help clients realize their ideal financial future. To accomplish this goal, today’s independent advisor takes on multiple roles within their firm: CEO, client services, financial planner, marketing expert, and tech support.This is as equally ambitious as it is unsustainable. Continue Reading.
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Turning Flexibility into Your Firm’s Biggest Driver of Growth
Today’s advisors are embracing business growth as more than just a means of increasing profits. Successfully scaling your business is a strategic move that unlocks a realm of opportunities, aligning advisors with dynamic markets and changing client needs. In a rapidly changing industry, the key to successful growth is the ability to be flexible. In…
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Defending Against Digital Threats: Are You Prepared For New Cybersecurity Regulations?
Concern about cybersecurity is everywhere, with investors increasingly focused on how safe their data is. It’s something that the Securities and Exchange Commission (SEC) is taking seriously, acknowledging that cyber threats pose a real danger to our financial markets. In 2022, the SEC proposed comprehensive rules that specifically address cybersecurity risk governance and disclosure requirements…
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How to Eliminate Costly Legacy Systems and Revolutionize Your Advisory Practice
Does your firm’s current software make you feel like you’re using a flip phone in an iPhone world? Today’s technology is moving quickly, and today’s advisors need to make sure they’re keeping up. You may think your existing tech is “good enough,” but good enough rarely is from a client experience perspective. Beyond that, research…
Read MoreEconomic Research Report: Time will Tell
Anyone hoping for excitement from the recent Fed statement was severely disappointed. As expected, the federal funds rate was lifted 25 basis points (bps) to a range of 5.25 to 5.50%. With the exception of the rate hike and slight wording changes – the “modest” pace of economic growth strengthened slightly to “moderate” – last…
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Streamlining Success: 4 Ways to Create Efficiencies in Your Advisory Firm
Building efficiencies into your advisory firm will do more than just improve your bottom line. Of course, optimizing processes and reducing operational inefficiencies help to control costs and improve profitability, but there’s so much more to it. An efficient firm is a firm better equipped to deliver the kind of customer satisfaction that elevates it…
Read MoreEconomic Research Report: The Fed is All Mixed Up
If the Federal Reserve were paying close attention to the money supply it would know that monetary policy is now tight. Through April, the narrow M1 measure of money has fallen for thirteen straight months. The broader M2 measure of money has dropped nine months in a row and is down 4.6% from a year…
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Building Trust from Day One: 4 Top Tips for Successful Client Onboarding
For independent advisors, achieving that critical balance between time spent working on growth strategies and time spent developing client relationships is an almost daily effort. That’s why streamlining any part of your business activities is so valuable. It’s important to note that “streamlining” client-facing activities doesn’t mean you’re taking a shortcut. In fact, making any…
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A Guide to Alternative Investments
For independent advisors looking to support their clients in an often unpredictable market, alternative investments can effectively mitigate risk and boost potential returns. Through proper planning and execution, the inclusion of alternative investment opportunities in client portfolios as part of a comprehensive asset allocation strategy offers an opportunity for greater portfolio diversification. CG Advisor Network…
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