Operations

This year, we are celebrating the people who power the process with Back Office Hero Day, an annual tradition that recognizes the real MVPs of the wealth management world.

They filled out your form… now what?

With more people craving real-time insights and live interaction, webinars have become one of the most effective tools for connecting with an audience.

I became self-employed by accident — and spent years avoiding taxes. Here's what advisors can learn from me.

A guide to taking the first steps towards creating operational excellence within your financial advisory firm.

Operational excellence is crucial for your wealth management firm's success and imperative to scale. Learn the benefits that operational excellence can have on your firm and why you can't afford to avoid it.

There is a new focus in advisor technology to drive business process automation, digitally transform the client experience, and keep back office workers happy and productive.

Sonya served in a medical office where she gained a lot of experience in client service. Now, she is a superstar administrative tax assistant and office manager who uses her prowess to bring her joy in her every day work with the clients at her firm.

Hubly analyzed 60,000+ workflows managed by 100+ RIA firms and discovered that the majority of tasks and workflows are completed by back office employees.

Becki is a superhero as a caring mother of four, a dedicated homeschool teacher, and a phenomenal and productive Administrative Assistant. According to monthly tasks completed in Hubly, Becki is one of the top 10 back office workers in Hubly.

Alison Miller was a Pre Dental Student when she realized she was more passionate about personal finance. She now works as a Client Service Associate and is working towards becoming a Certified Financial Planner™. 

Melanie has only worked in financial services for less than a year and is already a top back office worker according to the work she's completed in Hubly. She has picked up Hubly quicker than you can drink your coffee in the morning and in less than a year is already a super-user!

Bad workflows can do more harm than good. These three simple steps will fix your workflows so you can run your business effectively.