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Why Automation Is the Enemy of Financial Advisor Client Experience
Why Automation Is the Enemy of Financial Advisor Client Experience One common mistake advisors make — and 3 ways to get it right With the recent explosion of FinTech, it seems that there is no limit to automation inside an advisory firm. Advisors are racing to streamline their workflows. If there’s an app to automate the financial advisor client experience, they must have it! What’s the problem? If you are not careful, you can streamline your client experience so much that your clients will have no experience at all. All they’ll be interacting with is these cool apps, portals, interfaces, workflows, and blast emails. And that will leave them with…
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Kids Cook Real Food
In Homeschooling we don’t have to do Traditional studies which allows us the freedom to teach the classes that interest our children. For Charlie this includes Art and Cooking. I would like to share a holiday gift guide for Valentines Day. If your looking for a way to earn extra money I have a way you can earn commission but doesn’t even need to be wrapped? Parents today are overwhelmed with stuff… Toys everywhere… And what people really are looking for in their heart of hearts is quality time with their kids, but no one can find that time because they have so much to do cleaning up the toys…
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Homeschooling Resources
Welcome, to this weeks Homeschooling Resources. How is your students doing in school? Charlie is about to drive me up the wall. I can’t wait until this year is over. If your students will be learning about Dr. Martin Luther King Jr. use these seven Topics to teach kids about King’s early years, through his impact on the Civil Rights movement, and even beyond his death. Inventions and Improvements Money through the Ages Mixtures and Matter Thank you, Glenda, Charlie and David Cates
Living a simple lifestyle from the front porch
