Connect with Tech
Connect with Tech
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Client Relationships: The Heart of Your Advisory Practice
Holistic client relationship encompass the past, present, and future.
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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.
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Shahyan Aly – September, 30, 2021
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A Tailored Approach to Technology Conversions
Technology implementation designed to help advisory firms succeed.
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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.
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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.
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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.
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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.
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Bjorn Widerstedt – June, 3, 2021
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Behind the Scenes with Data
Many data sources, one platform.
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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.
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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.
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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.
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John Milne – February, 25, 2021
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Ready for the Return
Required minimum distributions are back.
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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.”
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John Milne – January, 19, 2021
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Finding Opportunities Amid Difficulties
Change often equals progress.
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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.
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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.
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Kyle Fleming – November, 5, 2020
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Rebalancing: Art or Science?
Maximizing return and minimizing risk while balancing instinctive client emotions.
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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.
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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.
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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.
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Bjorn Widerstedt – September, 9, 2020
Connecting the Dots of Your Practice so You Can Connect with Your Clients.
