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Practice Management Archives | Wealthspire

data-dashboards

Data Dashboards: Use Business Intelligence to Improve

By Blog
My job, as well as the business intelligence I use every day, are about collecting and sharing meaningful information with the leaders managing Wealthspire Advisors and the advisors who serve our clients. With the advent of big data, more meaningful information is available than ever before. In the past, we maintained massive spreadsheets to track multiple datapoints, manually updating row after row of numbers. We were lucky if we were able to share that data monthly, let alone weekly. Today the data we track is automated with crawlers pulling information from multiple sources to update dashboard reports we look at…
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ria rebrand

Are You an RIA Considering a Rebrand? Don’t Overlook These Important Details

By Blog
(as previously published here by Financial Advisor Magazine) The RIA industry has seen unprecedented growth and M&A activity. With this rapid level of change, it’s only natural that more firms are exploring changes to their corporate identities or even totally new brands. The road to a rebrand can be a massive, expensive undertaking, but if done right, it can not only raise your firm’s profile in a crowded marketplace, but also clarify exactly what value you offer to clients and prospects. About a year ago, when Bronfman Rothschild was acquired by Sontag Advisory, we undertook the daunting task of identifying…
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