Just like seafarers who spent centuries looking for a Northwest Passage from the Atlantic to the Pacific to save on shipping time and costs, investment advisory firms are seeking operational efficiencies.
In their new white paper titled Northwest Passage, Brooklyn Investment Group explores what they've coined ‘Operational Alpha’ - the reduction of effort required to run an advisory business, especially through the use of technology.
We believe that leveraging technology to do the things that computers often do better than human beings frees up advisor time to focus on adding value through relationship-building, trust and estate planning, and other services.
Check the white paper out here.
Explore Brooklyn Investment Group's other research here.
October 25, 2024
More Articles
Haunted By Inheritance Nightmares? 7 Tips For Avoiding Probate
When you die, estate planners say, one of the finest gifts you can leave your heirs is a plan for avoiding probate.
Melinda Gates Says She Is 'Happy To Be Away' After Ex-Husband Bill Gates Accused Of 'Getting STI From Russian Girls'
Bill Gates' ex-wife, Melinda French Gates, said she felt 'unbelievable sadness' when the Microsoft founder was mentioned in the latest Epstein files.