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Joe Fischer understands what clients want.  He built a business around it to help financial advisors, and many others, send personalized gifts to their...

Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship.

Does the home office know what’s happening in the field? Join us as we explore this topic with financial advisor turned chairman of Equitable...

Rumbles of recession can spark fear for both investors and customers alike. Not knowing which way economic winds may blow can lead to client hesitation when it comes to making strategic financial investments.

Power suit, Power Tie, Power Windows… is this what advisors have to project (wear) to be successful?  Join Adam & Derek as they discuss...

Summary: What’s really going on in financial services? We’re bombarded with curated news media that is hyped and often doesn’t cover the non-promoted or unpopular...

The fintech sector remains fragmented, signaling a significant opportunity for mergers and acquisitions to drive efficiency and growth. Even as increased interest rates push...

Much of the important trust-building work happens while a client seeks out an advisor, but keeping that trust after the contract is signed is equally important.

This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Adam Holt, CEO & Founder at Asset-Map Holdings. Adam Holt is also...

Summary: Have you prepared your practice and clients for a global financial disruption?  The world is experiencing economic despair, rising interest rates, fallout from...