If you have a social media account – especially with connections to teenagers – then you have probably seen a category quiz without realizing it. How does your personality match a Disney character, entrepreneur, or tv show character?
As I wrote before, the Coronavirus lockdown was a beta test for remote work, but it doesn’t seem to be going anywhere anytime soon. The question falls to all of us:
“Am I measuring up to my competition and adapting to the new environment?”
Advisors don’t have
New news from the campaign trail continues the Reg-BI regulatory whiplash, but don’t let that become an excuse for not being compliant.
The polls show a likely power shift in the White House - take that with a 2016-flavored grain of salt. Allan Lichtman, the renowned
Do you know that more than one-in-five participants have no interactions with their plan providers throughout a year? Based on the report published by J.D. Power, there are 29% of the plan participants who unaware of the access to professional financial advice related to their
They’re more than just those silly Disney character quizzes that kids take to procrastinate.
The rapid adoption of quiz funnels is just one more example of how if you’re not innovating and experimenting with new marketing methods, then you’re falling behind.
This article is just the quick
How are you leveraging technology to grow your business or find more free time?
A 2019 study of Advisors by Cerulli Associates found a direct link between AUM and technology use. “Heavy” technology-using advisory firms have an average of $238.0 million in AUM compared to $106.3
Large businesses are leaving small firms in the dust by implementing technology to meet Regulation Best Interest’s requirements. With less than a month left, I know that I don’t need to remind you that the June 30th Regulation Best Interest Deadline is fast approaching. How
Larkspur Executive provides powerful retirement plan analytics along with a relentless marketing process that can be used to win the business of plan sponsors. It allows advisors to analyze retirement plans and send and prepare illuminating reports for plan sponsors. The program just got better
Don't Fear the RulingHere's what the Court FoundHow advisors can benefit from this rulingThis ruling will not change anytime soonHere are some next steps for advisors
Just when you thought Reg-BI was enough to worry about, a new court ruling just set a new standard for