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
Kevin Federline Details How Much Money He Got in Britney Spears Divorce
Kevin Federline is laying out exactly how much and how he spent the money he received in his divorce from Britney Spears.
Doing Estate Planning? Don’t Forget Your Digital Estate
It’s not pleasant to think about death or a med emergency. One of the greatest gifts you can give your family is being prepared for those situations.