August 9, 2018 | Article

Create transparency for your clients when allocating wealth to charitable donations

As an Advisor, when you’re working with your clients on allocating some of their wealth to charitable donations, it’s good to keep them educated about where their donation dollars are going.
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August 2, 2018 | Newsletter

Best Practices for Career Development

There’s no doubt that career development is something that is important to everyone. We all have a reason why we chose the career path we’re on – whether it’s because we’re good at it or because we’re passionate about it, or both! Regardless of what drove us to pursue the career path we’re on, it would be safe to assume that we want to have career development.
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July 26, 2018 | Article

Client Appreciation: The Rule of Reciprocity

A growing volume of research is finding that human beings are hard-wired to help each other. We tend to want to help those who have helped us – a form of social reciprocity that can be very rewarding in the long run to those who help others. It’s human nature to remember those who remember you. It’s also good for business.

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July 19, 2018 | Article

Millennial Advisors are Successful with Younger Clients

Have you thought about what steps you’re taking to appeal to the younger generation of clients? As the millennial population is growing up, the demographic of millennial advisors has been increasing. It’s been noted that these advisors are appealing to younger clients and they’re able to create successful relationships with the younger generation of investors.

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July 12, 2018 | Article

Helping Clients Overcome Major Life Events is Beneficial to Financial Advisors

After conversing with several Financial Advisors within our RoboWholesaler network, we’ve found that one of the main reasons clients look for an advisor is because they’re experiencing a major life event.

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June 28, 2018 | Article

Trends in Millennial Investing

One of the main trends of millennial investing is that they are generally more cautious when it comes to how they choose to invest their wealth. In 2015, a study showed that this generation tracks their spending and expenses more carefully than some others, with 75% saying that they’re tracking in order to create a budget.

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June 21, 2018 | Article

Women are Making an Impact in the Financial Industry

Traditionally, and still to this day, men have dominated most industries, especially the finance industry. However, there is no better time than now for women to be making strides in industries across the board.

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June 12, 2018 | Newsletter

A multigenerational financial planning model allows Advisors to provide the clarity and guidance necessary to plan with their clients and clients’ families.

A common first step is to organize a family meeting to get the conversation started. See how family members and relatives of clients often offer a great opportunity to grow your practice.

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May 30, 2018 | Article

Take a Video Tour of RoboWholesaler! (Watch Now)

RoboWholesaler was created to save advisors like you time and energy. It’s the easiest way to find the most up-to-date fund information online in one spot. Take a video tour now to learn why busy financial advisors turn to RoboWholesaler to find the information they need! Watch now.

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May 23, 2018 | Article

The Top Five World Stocks Funds So Far in 2018

If you’re looking for the top mutual funds for your clients, what do you do? Scour the internet for a bunch of fund fact sheets, line them up, and create a spreadsheet to compare them all? If so, you’ve come to the right place!

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May 8, 2018 | Article

How to Use RoboWholesaler to Save Time and Compare Funds

Searching for Fund Information Too Much of a Hassle? Learn How to Make Your Search Easier with RoboWholesaler

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April 4, 2018 | Article

How Top Advisors Are Saving Time Searching for the Right Fund Information

How much time do you spend each week looking up fund information? In the past month, how many fund fact sheets did you access online, and how many websites did you have to go through to find them?

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March 6, 2018 | Article

RoboWholesaler Featured in ThinkAdvisor

RoboWholesaler, the one-stop shop for finding and printing fund fact sheets, was featured in ThinkAdvisor! ThinkAdvisor, a major publisher in the financial services industry with millions of monthly readers, featured RoboWholesaler as a way for financial advisors to save time and simplify their hunt for information on mutual funds.

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March 6, 2018 | Article

Why I Created RoboWholesaler, the One-Stop Shop for Fund Fact Sheets

I’ve been working in the financial services industry for over 25 years. During my career, I’ve spent time with a lot of different financial advisors and investment companies. I’ve served on the broker-dealer side with A.G. Edwards and Edward Jones, and on the asset management side with Russell Investments, BNY Mellon/Dreyfus, and Invesco.

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January 9, 2018 | Newsletter

Embracing the Swedish Art of Lagom

Click the image of the newsletter to read more about RoboWholesaler Embracing the Swedish Art of Lagom, which focuses on achieving happiness, balance, and productivity by having “just the right amount” – not too much, and not too little.

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November 1, 2017 | Newsletter

Downloading the New RoboWholesaler App

The new app is available to download in iTunes and Google Play, and offers you a fast, easy way to review fund performance rankings.
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August 9, 2017 | Newsletter

Financial Professionals Increasingly Use Digital Tools To Boost Productivity

A growing number of financial professionals are turning to social media and digital marketing support tools to manage their workload, and connect and engage with clients and prospects.
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July 7, 2017 | Newsletter

Welcome to RoboWholesaler

We are pleased to announce the launch of RoboWholesaler. RoboWholesaler offers you a fast, easy way to review fund performance rankings and get up-to-date fund fact sheets for topperforming funds that offer an at-a-glance summary of fund information you want.
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