Our Blogs

Why You Should Care About Compliance

Why You Should Care About Compliance

Our Blog Why You Should Care About Compliance by Donald Chu Compliance is becoming a big part of an advisor’s business. For veteran advisors, they may reminisce of a time when there were few requirements other than an advisor report at the back of the application....

Segmentation: Your How-To Guide

Segmentation: Your How-To Guide

Our Blog As a young, aggressive intern I spent time with the marketing department at a suburban SaaS company to hone my understanding of their client base. A big meeting was called (catered too), to launch our campaign targeting a new market subset that...

#PODCAST: Beyond Data

#PODCAST: Beyond Data

Our Blog #PODCAST-ALERT! Is Technology the answer to being a highly productive #bionicadvisor? What about going BEYOND DATA. LISTEN HERE:https://goo.gl/RHgJ8y Are you providing your clients with a 365-degree comprehensive plan? This week our...

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by | Apr 20, 2018 |