This post is the third in our series of continuing education resources for advisors. The life settlement industry is complex and we here at Ashar want to make it easy for you and your client to navigate this complicated field.
At Ashar Group, we do business with a lot of different financial advisors as we broker life settlement transactions. Over the years, some transactions have stuck out more than others—some for fantastic reasons and others for not-so-good reasons.
I distinctly remember a financial advisor who always seemed to be flying by the seat of his pants. He was always losing paperwork, scrounging for a pen, or running late because he had to stop by the office to retrieve an important file. He turned out to be a good man and a great representative for his client, but nothing can ruin a first impression like being disorganized.
As a financial planner, using the right tech can give you an edge in the complicated secondary life settlement market. Who doesn’t want to be smarter, more competent, more cost-efficient, and more intuitive of their client’s needs? Here are five apps for financial planners that you should add to your home screen, in no order. (more…)