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Many wealth managers operate under a dangerous misconception: that business owners are too busy to care about financial...

How real-time valuations and business health insights create valuable interactions that drive long-term success.

There’s a...

Let’s face it. Data is everywhere. It’s in dashboards, spreadsheets, CRMs, and sometimes scribbled on the back of a napkin...

And That Should Outrage You

Imagine if 98% of homeowners didn’t know what their home was worth.Or if 98% of retirees didn’t...

Not only do they feel the weight of the world on their shoulders– being responsible for the wellbeing of their employees,...

Let’s face it—when most people hear the word "valuation," their minds either jump to dollar signs or they tune out completely,...

The Role of Valuation Throughout an SMB’s Journey

When you hear the word valuation, what comes to mind? 

For many wealth...

Once upon a time, being a wealth advisor was mostly about one thing: beating the market. You were the stock whisperer, the bond...

For years, B2B SaaS companies have measured and rewarded the wrong things, and eventually, that approach started shaping...