"We were systematically rethinking the whole insurance distribution business, and we built technology behind each step in an advisor’s workflow to ensure an intuitive, efficient, end-to-end platform." - Patrick Kelly, Signal Advisors
"An advisor can begin walking the path toward being “nextgen” simply by taking small steps like adding efficiency through technology and leveraging digital communications." - Jon Robinson, Blueprint Investment Partners
"Rather than just looking at disruption as a function of technology innovation, we wanted our research to get at the true nature of what was going on." - Steven Lewis, MarketBridge
"Misconceptions and confusion about the field still exist and we need a journal to thoroughly examine all the issues." - Brian Bruce, Editor, Journal of Impact & ESG Investing