Dan Smaida

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Quick, think of somebody who has achieved “crossover” success – they turned their skills into success in more than…

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. You’ve heard the phrase, “work smarter, not harder.” It challenges you to find more efficient ways to achieve…

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Most advisors don’t consider themselves a “hybrid” of traditional and digital advising. But the pandemic has…

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. The pandemic affected advisors very differently. For some, the abrupt elimination of in-person meetings, which…

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Although 2020 reminded us that it’s hard to predict things, you can be sure that online meetings will evolve in…

In the same way you’re REALLY looking forward to a haircut, a lot of people I know are really looking forward to resuming in-person meetings. But I’m not so sure that’s a good thing. Why are we so eager to return to the same room? That’s easy –…

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Quick, name the top few things you do most in your online meetings with clients. If you're like most advisors,…

Thank you for all the great stuff you’ve provided us over the years. We really appreciate all the data on the specifications, features, and benefits of our offerings! Keep the testimonials and customer success stories coming! We love the way you…

Advisors, are you using the most powerful screens in your online meetings? There are a lot of different screens you could show in your next online meeting. Some of them are overrated, some are underrated, and some are properly rated. In this article,…

In the same way you’re REALLY looking forward to a haircut, a lot of people I know are really looking forward to resuming in-person meetings. You should also be looking forward to incorporating online meetings into your practice! Why are we so eager…

Unless you were already advising remotely, current events have forced a major shift in the way you run your practice. In a VERY recent survey of my online workshop attendees, 70% of my participants reported canceling ALL face-to-face meetings.…