April 18, 2018 | Runtime: 2:42
Carson Group’s big industry event in Las Vegas is coming up quickly. Who are some of the big speakers you can’t afford to miss?
April 18, 2018 | Runtime: 2:54
Even the experts at Carson Coaching receive some good tips. Here’s the best advice the best coaches have ever received.
March 09, 2018 | Runtime: 4:10
Can client service separate your firm from others? Gadget Girl is on the case with Albridge to find out!
February 13, 2018 | Runtime: 3:15
Advisers need to get more mobile in 2018. Brandon Rembe of Envestnet Tamarac explains how digital client engagement will change the landscape in 2018.
January 04, 2018 | Runtime: 5:10
Gadget Girl goes vertical, investigating annuities to discover if they can become an important foot hold on the climb to retirement success. Nag-Bushan Odekar, an expert from Great-West Financial, has just the intel she needs.
December 11, 2017 | Runtime: 3:35
Learn how The W Source™ promotes intentional networking and helps connect female advisers to other female CPAs, Attorneys, and Risk Management Specialists in their region.
November 20, 2017 | Runtime: 2:54
For today's case, Gadget Girl infiltrates Redtail U to find out how they have flipped the script on process and workflows by creating a great training program for advisers and their support staff.
November 17, 2017 | Runtime: 3:26
Orion has tapped into a huge demand for customizable, integrated solutions that let advisers spend more time building their business. Hear from Eric Clarke and two of Orion's integrated partners to get their thoughts.
November 17, 2017 | Runtime: 3:55
Tamarac recently announced the launch of the Tamarac platform for Registered Investment Advisors. What can advisers expect from the completely redesigned platform?
November 16, 2017 | Runtime: 4:33
How does Black Diamond's technology play a role in allowing an advisor firm to differentiate itself from the competition? Bob Conchiglia joins us for a discussion.