Technology articles describe the design and implementation of new or significantly improved reagents, tools, technologies, and methods that are (or will be) broadly useful to the fields covered by the journal. In fact, when it comes to marketing to Millennials, even the robo-advisors have struggled with client acquisition costs, and they have entire companies (or at least entire divisions) with dedicated direct-to-consumer marketing, and the ability to leverage substantial existing brands (in the case of Schwab and Vanguard).
The Journal of Information Technology (JIT) is a top-ranked journal in its field, focused on new research addressing technology and the management of IT – including strategy, change, infrastructure, human resources, sourcing, system development and implementation, communications, technology developments, technology futures, national policies and standards, as well as articles that advance understanding and application of research approaches and methods.
Advizr financial planning software raises a whopping $7M Series A from Franklin Templeton and SEI, despite having only 400 independent advisory firms (and reporting another 500 firms via enterprise) and what is likely no more than $1M to $2M in estimated annual revenue after 2.5 years of growth (admirable growth for a start-up, but seemingly small for the amount of capital being raised… unless the company is planning a pivot?).
In this guest post, Derek Tharp – our Research Associate at , and a Ph.D. candidate in the financial planning program at Kansas State University – provides a few Excel productivity tips for financial advisors, including how to quickly do time-value-of money calculations using built-in formulas, discounted cash flow analyses for evaluating Social Security and pension strategies, as well as some practical keyboard shortcuts for navigating Excel more efficiently.
And so, whether you’re looking to add a little more efficiency to your practice by cutting down on the hassle of back-and-forth meeting scheduling, improving your digital experience” for clients, or are already using online scheduling software but looking to switch to an alternative, then hopefully you’ll find this guest post helpful!