by New Heights Solutions Team | Sep 4, 2018 | Practice Management
From a young age, many of us are taught that self-sufficiency is the key to success. In business, it can be tempting to try to tackle every task internally. But that tactic can lead to severe burn-out, less productivity, and more money spent. For some tasks, it is...
by New Heights Solutions Team | Aug 10, 2018 | Practice Management
At some point in time, many financial planners hit a wall in their practice. They’re unable to continually keep up with maintaining solid client relationships, meeting with and onboarding new prospects, completing financial planning work, and checking off all the...
by New Heights Solutions Team | Jul 26, 2018 | Practice Management
As you build out your business processes, it’s important to identify where a bottleneck could potentially occur. In some cases, this might be you. When you run your own financial planning practice, you end up wearing a lot of hats – it’s normal for a few to do’s...
by New Heights Solutions Team | Jul 18, 2018 | FinTech, Practice Management
In the financial planning world, there are many different tech tools you can use to further your practice. In fact, there are so many different options available to you as an advisor that it can become difficult to use the right tools in an efficient way. It’s easy to...
by New Heights Solutions Team | Jun 27, 2018 | FinTech, Practice Management
At New Heights Solutions, we believe in the power of an exceptional CRM. Of course, not every CRM is created equal in price or quality, which is why it’s important to dig deeper to find one that works for you as a financial planner. We want to break down the pros and...
by New Heights Solutions Team | Jun 6, 2018 | Practice Management
There are so many things available for new business owners to spend their money on. It often feels as though there are too many options – and financial planners who have founded a new RIA are overwhelmed with sticker shock. Deciding what expenses are worth the...
