AllData Advisor

The Impact of Insight

admin — Thu, 10 Nov 2011 15:49:45 +0000

The Impact of Insight

Terms of Use

admin — Thu, 10 Nov 2011 15:41:56 +0000

AllData Fact #2

admin — Thu, 29 Sep 2011 22:29:04 +0000

Clients often ask advisors for advice on 401K and other held-away accounts. In a recent survey of more than 350 financial advisors, 77% provide guidance on assets they do not manage – and nearly three-quarters of those give it away for free!

AllData Fact #1

admin — Thu, 29 Sep 2011 22:28:09 +0000

The need for account aggregation is urgent. In a recent survey of more than 350 financial advisors, 95% said clients regularly ask for help with self-directed retirement accounts.

Quote – Michael Black 2

admin — Tue, 27 Sep 2011 18:27:52 +0000

If planning is an ongoing process in your practice, aggregation is required to track, manage and model held-away assets.

Michael Black, CFP, CDFA
Michael Phillips Black Wealth Management

Quote – Michael Black

admin — Tue, 27 Sep 2011 18:27:27 +0000

Aggregation can be used as a very sophisticated marketing tool, helping potential clients see the value of a holistic approach to planning and management.

Michael Black, CFP, CDFA
Michael Phillips Black Wealth Management

Quote – Paul Vladem

admin — Tue, 27 Sep 2011 18:27:01 +0000

Before AllData Advisor, I was getting a mere snapshot of my clients’ held-away assets. Today, I am able to play a more strategic role in helping my clients achieve their financial goals.

Paul Vladem
Investacorp, Inc.

Quote – Jack C. Harmon II 2

admin — Tue, 27 Sep 2011 18:25:56 +0000

AllData Advisor enhances the advice I provide on 401k accounts and the overall value I provide to clients.

Jack C. Harmon II, Principal
Harmon Financial Advisors

Quote – Jack C. Harmon II

admin — Tue, 27 Sep 2011 18:25:19 +0000

The ability to view held-away accounts strengthens my client relationships and makes me more competitive in my field.

Jack C. Harmon II, Principal
Harmon Financial Advisors

Quote – Gary Vawter 2

admin — Tue, 27 Sep 2011 18:24:35 +0000

With a complete view of client financials, I can now actively direct held-away accounts and better manage in-house accounts. This has resulted in new levels of client satisfaction and a direct increase in fee income.

Gary Vawter, CFP, MS
President and Owner
Vawter Financial