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As an advisor, you understand what your clients’ expectations are. But does your technology provide the ability to meet and, more importantly, exceed those expectations?

What's the state of the wealthtech industry thus far in 2023? I got off a call earlier today with two of the...

By Teresa Leno Social media 'tech chat' has been dominated by ChatGPT, a chatbot that tallied up to 1M users in under...

By Christopher Hamman The US Government continued digging its heels on crypto regulation with mixed reactions from congress.  “Crypto-skeptic” Goldman Sachs indicated that Bitcoin...

With today's economic challenges and a changing client demographic as younger generations inherit, firms and advisors will need to plan how they communicate with current clients and attract new ones to grow AUM.

Summary: You’ve been to niche to grow, but should you?  To balance out the great advice in episodes 36 & 38 we wanted to...

This week on the Standard Deviations Podcast, Dr. Daniel Crosby chats with Derek Hagen of Money Health Solutions. Derek Hagen is the founder of...

This week on Standard Deviations Podcast, Dr. Daniel Crosby speaks with Eric Clarke of Orion Advisor Solutions. Eric Clarke serves as CEO for Orion Advisor...

Friends, crypto is up, markets are flat, VC is down and it's a TOTAL MASH UP of news out there in the fintech sector.  This week we've got some great new podcasts for you plus a really fun piece from DWN CEO Bill Taylor on the similarities in markets & baseball, quoting the inimitable Yankees great Yogi Berra! READ UP!

Summary: Asking for referrals tends to be taught as the gold standard for growing ones business, but is it?  Asking for referrals in fact...