Tweet-to-Table: Why Building a Social Media Presence is Like Farming & Other Marketing Tips for Advisors
“Whatsoever a man soweth, that shall he also reap.” — Galatians 6:7 You get out what you put in. It’s as simple as that. In life, in relationships in business and yes, in farming, you reap what you sow. Any farmer will tell you that it’s a year-round job. No one just throws out a […]
We’re Running the AI Leg of a Digital Marathon in Wealth Management
If the information revolution were a marathon, then financial services would be in the beginning of the artificial intelligence leg of the race. That is according to a survey by Deloitte on how firms are leveraging AI across their enterprises. I wanted to know how wealth management influencers were interpreting the impact of AI across the industry, so […]
18 Enlightening Fintech Demos from In|Vest 2019
“A picture is worth a thousand words. An interface is worth a thousand pictures.” — Ben Shneiderman, American Scientist If an interface is worth 1,000 pictures, then the eighteen product demos we were treated to at the InVest 2019 Conference, which was held at the New York Marriot Marquis, were worth 18,000 pictures, which would […]
End of Summer Reading List from the Winners Of Wealthtech
“When summer gathers up her robes of glory, And, like a dream, glides away.” — Sarah Helen Whitman Now that summer has glided away and left us with only memories of vacations and longer days, I thought this would be an opportune time to share some insights as we all get ready for fall. And […]
Learn the Secret Behind Why 4,000 Advisors Attended the LPLFocus 2019 Conference
This was my first time attending the LPL Financial FOCUS advisor conference and it was a blast! I was only able to make it to Day 3, but there was more than enough jam-packed into those eight hours to keep me busy writing an entire blog post about it. There are so many conferences in […]
16 Knockout Concepts from the InVest Conference 2019
“The improvement of understanding is for two ends: first, our own increase of knowledge; secondly, to enable us to deliver that knowledge to others.” — John Locke, English Philosopher (1632 – 1704) I didn’t think it would have been possible to top last year’s In|Vest conference for quality of content as well as depth and breadth […]
5 Foolproof Tactics for a Successful CRM Implementation
“What I found over the years is the most important thing is for a team to come together over a compelling vision, a comprehensive strategy for achieving that vision, and then a relentless implementation plan.” — Alan Mulally, Former CEO Boeing, Former CEO Ford Motor Company I was fortunate to hear Alan Mulally speak earlier […]
Diamond in the Rough: Orion Finds a Financial Planning Gem in Advizr
“The soul is placed in the body like a rough diamond, and must be polished, or the luster of it will never appear.” ― Daniel Defoe, English writer Orion Advisor Tech (formerly Orion Advisor Services) announced that they are acquiring financial planning software vendor Advizr for an undisclosed amount. I sat down with Randy Lambert, president of […]
