Blog
What Does Nest Wealth Pro for Salesforce Replace? Part 2
Nest Wealth Pro for Salesforce is available on the Salesforce AppExchange! Nest Wealth Pro for Salesforce is a digital onboarding solution embedded into the Salesforce CRM, keeping users within their original flow of work and eliminating the swivel chair interface...
What Does Nest Wealth Pro for Salesforce Replace? Part 1
With the release of Nest Wealth Pro for Salesforce on the Salesforce AppExchange, let’s take a look at some of the unique features of this new solution that can replace other tools and systems. Nest Wealth Pro for Salesforce is embedded into the Salesforce CRM,...
Top 3 Marketing & Growth Strategies for Financial Advisors
Earlier this year we partnered with Advice2Advisors to bring you a live workshop on Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors. In this workshop, Daniel Collison, Industry Expert & Managing Partner of Advice2Advisors,...
Your Clients Expect Top Notch Service, You Should Too!
Financial advisors constantly tell us how much they value a high level of customer service. Research on customer satisfaction shows a positive correlation between fast response times and higher customer satisfaction. According to Forrester, 77% of customers said that...
How Can Digital Group RRSPs Benefit Your Small or Medium-Sized Business?
More often than not, employees advocate for Group RRSPs in their workplace. What sometimes gets ignored is that employers can benefit as well. By offering Group RRSPs, employers can significantly lower the financial stress on employees. Thus, having a positive impact...
The Rise Of Hybrid Advice
Whether we like it or not, the pandemic has permanently changed the way we do business. It has forced us to become comfortable with zoom meetings and other video communication platforms to keep business running when meeting face-to-face was no longer an option. Within...
Recruit & Retain Top Performers with Group RRSPs
53% of employers – across several countries, including Canada – are experiencing turnover at an all-time high.* Thanks to The Great Resignation, employers are scrambling to upgrade their current total compensation packages to attract and retain the best talent. It’s...
We’re Growing! RazorPlan Joins the Nest Wealth Family
We’re joining forces with RazorPlan to be part of a bigger vision. In this blog post, our Founder and CEO, Randy Cass answers questions about the acquisition of RazorPlan, Canada’s leading financial planning software. To our valued Nest Wealth and RazorPlan customers,...
What’s So Special About Working At Nest Wealth Anyway?
By Randy Cass, Founder and CEO of Nest Wealth Nest Wealth was proud to be named one of the 50 Best Workplaces™ in Canada 2019 on April 26, 2019. In this blog post, our Founder and CEO Randy Cass shares his perspective on the value of creating a positive company...