Blog

Dive deep into the mind of the members of Team TorOso, and learn more about how TorOso helps advisors, why TorOso does the work they do and how TorOso wants to make a difference in the world - one financial professional at a time.

Tuesday, March 5, 2024

Another great tool to use from an operational efficiency standpoint is Case Worksheets.  I've also referred to these as Plans of Action in the past.  They both accomplish the same thing which is to make sure that staff understand the ......

Tuesday, March 5, 2024

March 5, 2024 Click here for our weekly newsletter, The Metrics that Matter, which reviews key drivers of recent market performance and monitors important economic updates for the week ahead. U.S. stocks continued their march...

Thursday, February 22, 2024

Client Communication - this is the MOST important part of operational efficiency, at so many different levels.  When you have an open and transparent dialogue with your clients, you are better able to manage expectations,...

Tuesday, February 20, 2024

Attached above is our weekly newsletter, The Metrics that Matter, which reviews key drivers of recent market performance and monitors important economic updates for the week ahead.

Friday, February 16, 2024

Helpful tips on keeping records in a financial advisor's office.

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Tuesday, February 6, 2024

Many advisors in the Financial Industry pay for and have a subscription to a CRM (Client Relationship Management) tool, but very few utilize it to its full extent.  Most CRM tools, like Redtail or Sales Force, have massive...

Friday, February 2, 2024

Attached above is our weekly newsletter, The Metrics that Matter, which reviews key drivers of recent market performance and monitors important economic updates for the week ahead. The S&P 500 gained 1.07% last week after breaking through

Thursday, June 9, 2022

Why does TorOso do what we do? To help financial professionals help clients meet their financial goals. And THAT is important. We make a difference every day to help people and we love it!