WHITEPAPER: Seven Relationship Skills That Will Impress High-Net-Worth Investors

0
HNW clients requires a highly targeted approach to service and marketing, since what they value in a financial advisor doesn’t necessarily align with what mass affluent investors value. HNW investors are opportunity seekers who are also extremely confident in their ability to handle money...

WHITEPAPER: Collaboration Leads to Success: Why Aurum Wealth Management Made Changes to Their Advisor...

0
When Aurum Wealth Management was founded in 2006 as a joint venture with Skoda Minotti, they were looking for a platform that would help them both scale support and enable ongoing growth.

WHITEPAPER: Growing Your Advisory Business During a Recession

0
Introduction The recent COVID-19 outbreak is wreaking havoc not only on markets, but also...

WHITEPAPER: Monitoring the Nation’s Health with Blockchain Technology

0
Executive Summary written by GBBC Every day, doctors and patients generate massive amounts of data, most of which...

WHITEPAPER: Power Ledger – Use Cases

0
Executive Summary written by GBBC Traditional power grid infrastructure gives little control to consumers; consumers are unable to...