Connect with Tech

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    Client Relationships: The Heart of Your Advisory Practice

    Holistic client relationship encompass the past, present, and future.

    Blog Post
    Joey Marchy – October, 14, 2021

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    Yes, You Can Still Market Effectively Within the New SEC Rules

    Communicating your value proposition in a compliant manner.

    Blog Post
    Shahyan Aly – September, 30, 2021

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    A Tailored Approach to Technology Conversions

    Technology implementation designed to help advisory firms succeed.

    Blog Post
    Adam Anker & Bryan Brookman-Jones – August, 31, 2021

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    Realizing ESG’s Full Potential in Wealth Management

    Environmental, social, and governance investing has proven to attract, retain, and serve the needs of today’s investors.

    Blog Post
    Erin Colledge – August, 12, 2021

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    Advisors, the New Conductors of Tech

    Orchestrating workflows with little effort. This is no-code automation, and it is very real.

    Blog Post
    Kyle Fleming – July, 21, 2021

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    Insurance, Integrated

    A new experience makes it easy for advisors to leverage the first-ever integrated, commission-free insurance marketplace.

    Blog Post
    J.D. Goryl – June, 24, 2021

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    The Rise of Non-Traditional Advice

    Leverage technology that supports the many avenues of holistic wealth advice.

    Blog Post
    Bjorn Widerstedt – June, 3, 2021

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    Behind the Scenes with Data

    Many data sources, one platform.

    Blog Post
    Brandon Parks – April, 28, 2021

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    ‘Tis the Tax Season

    By leveraging Black Diamond’s tools and data, Tax Day becomes just a day like any other.

    Blog Post
    John Milne – April, 1, 2021

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    Tell Your Story with Client Reporting

    Providing the freedom and flexibility to write it your way.

    Blog Post
    Carlos Quintanilla – March, 11, 2021

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    Seizing the Moment to Motivate Financial Wellness

    Now is the time to turn up financial wellness conversations.

    Blog Post
    John Milne – February, 25, 2021

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    Ready for the Return

    Required minimum distributions are back.

    Blog Post
    Erin Colledge – February, 16, 2021

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    The Top Three Benefits of an Accounts Receivable Tool

    There’s a reason “cash is king.”

    Blog Post
    John Milne – January, 19, 2021

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    Finding Opportunities Amid Difficulties

    Change often equals progress.

    Blog Post
    Bjorn Widerstedt – December, 22, 2020

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    This Year’s Innovations for Integrations

    Investment in integration means you get a seamless tech experience.

    Blog Post
    Justin Wayne – November, 19, 2020

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    Task Complete: How a Client “To-Do” List Gets it Done

    The “to-do” list is not a new concept. But, placing one in the client portal is.

    Blog Post
    Kyle Fleming – November, 5, 2020

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    Rebalancing: Art or Science?

    Maximizing return and minimizing risk while balancing instinctive client emotions.

    Blog Post
    John Milne – October, 21, 2020

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    Maintaining High-Touch Client Communications in a High-Tech World

    While there is no replacement for face-to-face interactions, it has become apparent that technology can be effective at maintaining the personal touch that’s required to deliver an exceptional client experience.

    Blog Post
    Erin Colledge – October, 8, 2020

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    Client View Takes the Stage

    “Where advisors and clients connect.” That’s how many have come to know the Black Diamond® Wealth Platform. A solution that provides an award-winning client portal along with a comprehensive set of tools for you to streamline operations, manage financial lives, document communications, connect third-party products, and so much more.

    Blog Post
    Leslie Martin – September, 24, 2020

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    Connect with Tech: Introducing Black Diamond Expressions

    "We exist to make advisors great, and to be an extension of our clients' team." This phrase was coined in the early days of the Black Diamond® Wealth Platform, and it has remained the product's 'why' ever since.

    Blog Post
    Bjorn Widerstedt – September, 9, 2020

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Connecting the Dots of Your Practice so You Can Connect with Your Clients.