October 02, 2019 | Runtime: 3:04
Michael DeCarlos from Hamilton Capital throws down on how internal training can help with outward brand messaging across the entire staff of a firm.
September 30, 2019 | Runtime: 1:51
TD's Greg Menefee argues that client experience is only true way an RIA can set themselves apart. Here's why, and how to do so.
September 30, 2019 | Runtime: 1:25
MyRepChat's founder, Derrick Girard, explains his new app that finally allows clients to text with their adviser in a totally compliant system.
September 30, 2019 | Runtime: 2:14
Charles Torres from Perkins Coie says most advisers think about their business on a daily basis, but they need to also consider the macro level when it comes to selling.
September 30, 2019 | Runtime: 1:17
Joel Bruckenstein from T3 with a cybersecurity update for advisers. What's important now, and best practices.
September 30, 2019 | Runtime: 1:06
Mr. Bruckenstein of T3 discusses best practices for how to think about your client onboarding process, and names a tech firm who is nailing the digital onboarding experience.
September 30, 2019 | Runtime: 1:23
Mercer Advisors' Al Zdenek breaks down who should consider selling their firm now, and who should keep building it and sell later.