Entries by Tim Merrill

Revamping an Outdated Portal to Improve Communication & Storage: A Case Study

The Challenge The internal portal that a financial advisor firm was using created a lot of difficulties for its users. It was crowded and outdated. Advisors had difficulty accessing forms and documents that they needed and used on a daily and weekly basis; creating a lot of frustration and slowdowns in productivity. Furthermore, navigation through […]

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Creating a Win-Win for Financial Corporations

Across different industries, departments have remained siloed. Times have been changing and there is now greater collaboration. Involving marketing in the sales process and vice versa. However, certain financial corporation are not breaking down these silos when it comes to marketing. At the enterprise level, there’s an opportunity to better leverage their advisor teams. When […]


Financial Advisor Checklist: 10 Things Every Advisor Should Be Doing Online

Mobile Optimized Website. Digital traffic on smartphones and tablets has now exceeded desktops. Consumers expect a consistent experience no matter what device they are using. If your website is not mobile friendly, you are likely losing business to a website that is. A clearly defined value proposition and target audience. Your prospects should have no […]