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November 1, 2022
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Insight
Decisions. Decisions. Decisions.
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January 8, 2021
As financial professionals, we watched as 2020 quickly carved an entirely new business environment, creating an incredible new set of challenges and opportunities in our industry. Early into the new year, it appears as though these changes aren’t going anywhere anytime soon.
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January 24, 2021
In our last post, we talked about advances in fintech that have empowered financial professionals to be more accurate, efficient, and informed, which facilitates better informed client interactions and helps us move beyond relationships based on traditional financial services and become a business’ trusted advisor.
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December 8, 2020
Financial technology, or fintech, is nothing new. For decades, financial professionals have become progressively reliant on advances in software and other technologies to streamline our workflows and provide a greater variety of services more securely, more accurately and in less time.
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November 12, 2020
We’ve all read countless blog posts, articles, and other content over the last decade talking about Millennials in the workforce, and how they’ve helped change the way that we do business.
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October 30, 2020
It’s been a tumultuous year. Business owners are hyper-focused on monitoring their company’s health, knowing that keeping up to date on their resource management, payroll, accounts receivable and supply chains is pivotal not only to growth, but to survival.
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October 9, 2020
For decades, financial professionals have been working to integrate new technologies into their operations. Unsurprisingly, the global pandemic sped this process up for many advisors. The immediate shift away from the traditional office-based work environment saw service providers and their clients embracing a remote workplace, seemingly overnight.
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September 24, 2020
In uncertain economic times, people tend to do one of two things: freeze (and panic), or act without thinking, because they feel the need to be doing something.
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September 9, 2020
Whether you’re a scaling technology company like us, or financial institution like our customers, we all have to work to earn the trust of prospective clients. We’ve all had those prospects who really dig in their heels and make you pull out all the stops to bring them on board. They think critically about everything you say, questioning each benefit presented, and dissecting every valuable element of the service you provide. Your sales pitch feels adversarial, and you likely want to give up and focus your efforts on a more receptive prospect.
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