Apex Clearing Releases Q4 ‘Millennial 100’ Stock Pulse Report
Latest installment of the 'Next Investor Outlook' from the innovative custodian highlights the top 100 stocks owned by a subset of millennials...
Institutional Crypto Adoption and the Love for NFTs
Cryptocurrency has always been volatile with regards to its fiat-comparative value. It Is important to remember that the blockchains are decentralized and there isn’t any single entity behind it putting out media fires. With that in mind, current fiat value becomes irrelevant to believers when we are Hodlers, as there are many promising signs of what’s yet to come. Crypto and NFT adoption is still just getting started.
WHITEPAPER: Orion Communities – Streamlining and Scaling the Investment Management Process
Communities, Orion’s model marketplace, helps financial advisors transform the way they personalize portfolios with unprecedented access...
WHITEPAPER: Behavioral Alpha – An Advisor’s Greatest Value
Investing in today’s world is vastly different from decades ago when brokers and advisors were viewed as the guardians of financial data. Now, investors have access to free online brokerage accounts at their fingertips and are able to create portfolios without feeling a desire for assistance.
Is Your CRM Ready for Your Next Audit?
Off-the-shelf customer relationship management (CRM) solutions were not built with specific advisor compliance issues in mind. As a result, many of these systems leave stakeholders less prepared for surprise audits than they would like to be.
Financial Advisor Client Retention: Getting the Best Results
As a financial advisor, finding a roster of great clients is only worthwhile if you can retain them for years to come. With churn at a minimum and a steady group of clients to work with month after month, you can perform up to your full potential.
Helium Network: Powering the People’s Wireless Economy
Without a doubt, the internet has made the world a better place. By distributing near-instant access to information across the globe, virtually all industries have become more efficient.
Marketing Strategy Guide for Financial Advisors
Need help creating a digital media strategy that resonates with prospects and clients? As a financial advisor, it’s more important than ever to cut through the noise of a competitive market and connect with targeted audiences.
The Grail with Keith Gregg (12/16/20)
Increasing the value of your business is a primary goal that every progressive business owner shares. However, this common objective is anything but common in terms of one’s ability to accomplish it, as it distinguishes good leaders from the great and the great from the visionaries.
VIDEO: Y’all Street Report with Jim Row (9/23/20)
Welcome to Y'all Street Report - our new weekly video series from Jim Row, Managing Partner at Entoro...