Snappy Kraken CEO Robert Sofia on the science of smart advisor marketing
The leader of the industry marketing firm talks about what sets top performers apart and how to avoid undermining a client relationship.
Source: financial-planning.com
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Top News In Future Proof 2022 Today - Breaking & Trending Today
Nick Thacker of Skience wants to build cool tech and prepare advisors
The fintech leaders said standing out in wealth management is all about finding your firm's "secret sauce."
Source: financial-planning.com
Halbert Hargrove's Kelli Kiemle wants wealth management to embrace a people-first approach
The West Coast native and industry veteran talks keeping firm culture strong in a remote world.
Source: financial-planning.com
F2 Strategy Co-Founder Liz Fritz on the human element in wealthtech decisions
The wealthtech consulting firm's chief commercial officer argues that if you don't know what makes you special as an advisor, your tech won't help you grow.
Source: financial-planning.com
Rob Sandrew of Integrated Partners on hitting the industry's constantly moving targets
As Integrated continues its rapid growth, the veteran recruiter says value alignment is much more than a throwaway industry phrase.
Source: financial-planning.com