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Aaron Klein Joins Technology Consultancy Ezra Group

Former Nitrogen CEO Aaron Klein has joined the advisor technology consultancy Ezra Group as an executive in residence.

Dan-zitting , Aaron-klein , Mountain-states-policy-center , Ezra-group , Snappy-kraken , Mountain-states-policy , Industry-awards ,

New role announced for Nitrogen co-founder and former CEO

New role announced for Nitrogen co-founder and former CEO
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

Aaron-klein , Aaron , Ezra-group , Mountain-states-policy-center , Snappy-kraken ,

T3: Rapid Uptick in Tax and Estate Planning Software By Advisors

Double-digit percentage point gains in both were notable findings in the annual advisor tech survey revealed at the T3 conference this week

Joel-bruckenstein , Proconnect-proseries , Christine-simone , Income-lab , Charles-schwab , Technology-tools-for-today , Td-ameritrade , Information-advisor-software , Schwab-advisor-center , Inside-information-advisor-software-survey , Technology-tools

How can advisors cut through in the digital marketing jungle?

How can advisors cut through in the digital marketing jungle?
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

Angel-gonzalez , Snappy-kraken , Google-my-business ,

Hamilton Lane, TIFIN AI for Private Markets Partnership Raises $6M

The collaboration between Hamilton Lane and TIFIN to build a private markets digital assistant gets funding from Venture capital firm FINTOP Capital.

Vinay-nair , Smartx-advisor-solutions , Hamilton-lane , Snappy-kraken ,

Snappy Kraken: Funny Name, Serious Business

Snappy Kraken launched with the premise that advisors could do digital marketing better. And that the industry could use a little more color. “We started the…

Snappy-kraken , News , Ggregator , Reaking-news , Uration , Edia ,

Snappy Kraken Marketing System Now Available for LPL Financial Advisors

Snappy Kraken Marketing System Now Available for LPL Financial Advisors
streetinsider.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from streetinsider.com Daily Mail and Mail on Sunday newspapers.

Rob-pettman , Allie-zendrian , Vendor-affinity-program , Media-leadership-for-technology-providers , Digital-marketing-campaign-of-the-year , Wealth-management-solutions , Marketing-automation-for-technology-providers , Snappy-kraken , Affinity-program , Gold-framework , Robert-sofia , Executive-vice-president

The new era of financial advisor marketing, with Snappy Kraken CEO Robert Sofia

The new era of financial advisor marketing, with Snappy Kraken CEO Robert Sofia
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

Huntington-beach , California , United-states , Justinl-mack , Justin-mack , Robert-sophia , Financial-planning-podcast , Robert-sofia , Snappy-kraken , Financial-planning , Wall-street

The latest in financial #AdvisorTech — October 2023

The October 2023 edition of the latest in financial #Advisortech kicks off with the news that Altruist is eliminating its monthly fee.

Jason-wenk , Craig-iskowitz , Kevin-lozer , Kitces-advisortech , Google , Ezra-group , Financial-advisortech-solutions , Td-ameritrade , Charles-schwab , Garmin , Kitces-research-on-advisor-technology

Nitrogen CEO Aaron Klein Looks To The Future

"If you’re completely adverse to change, you may want to retire real soon.”

Miami , Florida , United-states , Aaron-klein , Hyatt-hotel , Fearless-investing-summit , Snappy-kraken , White-glove , Grand-hyatt ,