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WEALTHTECH INSIDER: How to Grow Through the Next $1 Billion AUM
After founding a business and setting out on their own, advisors must plan early to achieve enough growth to reach their first $1 billion in AUM—then it’s time to reassess.
Publisher Notes For 8/22/23
Friends, learn about "un-magical things" this week in our Top 5 VC column, check out our busy news week in Advisor Tech Talk (even in the dead of summer) and brush up on the New Normal/Old Normal. READ UP!!
Is the “New Normal” the “Old Normal?”
"Normals" are getting confusing.
New normal, old normal 'expected' normal. Actually, what is "normal?" If you know the answer to that you qualify to be...
STANDARD DEVIATIONS PODCAST: Sterling Johnson – Working Toward Economic Equity
This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Sterling Johnson.
Sterling Johnson is the Just Opportunity Portfolio Director for the Partnership...
Advisor Tech Talk (Week of 8/21/23)
This was not a quiet week on the advisor side of fintech news.
I know, it feels like we find a way...
WEALTHTECH INSIDER: People are the Key to Great Experiences
Technology is causing a convergence in industries – even in the financial industry, products are relatively similar and the same services are offered at scores of advisory and wealth management firms.
MARTECH MINUTES: Marketing Budget Cuts: Work Smarter and Spend Less
It's no secret that in 2023 marketing budgets are being cut left-right-and-center and are about more than just reading through financial statements. We're talking...
Top 5 VC Deals of the Week in Fintech (8/14/23)
AI: Hype or just getting going?
AI rapidly emerged this year, quickly becoming a favorite among startups and funders. Existing technologies are...
STANDARD DEVIATIONS PODCAST: Neil Bage – The Importance of Financial Advisor Self-Care
This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Neil Bage.
Neil Bage is the Co-Founder of Shaping Wealth, a learning technology...
INTELLIGENCE FOR GROWTH: Prospecting with NexGen Technologies for Financial Advisors
To succeed as a financial advisor, you need a strong client base – and that takes time and effort to build and maintain. Fortunately, thanks to advances in technology, prospecting isn’t half as painful as it used to be.