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STANDARD DEVIATIONS PODCAST: Heather Fortner – Building the Human-First RIA
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Heather Fortner.
As CEO, Heather Fortner leans into her passion for listening...
The Week in Digital Wealth (6/6/23)
By Christopher Hamman
Happy new month!
As we all heave a sigh of relief with the end of the...
WEALTHTECH INSIDER: Why Data Is a Differentiator for Financial Advisors
Why do clients choose you as a financial advisor over your competitors? Data can help you provide real proof of your soft skills. Here’s how data can become a differentiator for your financial advising practice.
STANDARD DEVIATIONS PODCAST: Derek Hagen – Working with Change-Resistant Clients
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Derek Hagen.
Derek Hagen is the founder of Money Health Solutions®️, a financial...
OpEd: Financial Literacy in America – We Must Act Now
Financial literacy, or financial education, directly correlates to making sound financial decisions that help one manage and grow financial assets confidently. Understanding how to...
MARTECH MINUTES: The 411 on Advisor Content Marketing
Content marketing is an effective way to establish credibility for your advisors while creating trust between them and their clients and prospects.
The Week in Digital Wealth (5/30/23)
By Christopher Hamman
We hope you enjoyed a Happy Memorial Day!
With treasury yields falling, many think this is...
Advisor Tech Talk (Week of 5/30/23)
It was another big week in advisor tech news.
Of course, the biggest news of the week (already covered in our last...
MARTECH MINUTES: Tips For Selecting Best-of-Breed MarTech
As face-to-face meetings and prospecting decreased, having a digital presence became a life-and-death situation for most firms, prompting MarTech buying decisions.
Blockchain Education for Everyone (BEE) is Born – A Program Overview
A first-ever-of-its-kind twelve-session blockchain educational course is currently being created for high school & community college students under the leadership of respected educators Professor...