Six Threats to Financial Advisor Relevance

Bill Hortz's picture

"What is certain is the continuation of technological advancement in hardware, software, and artificial intelligence is going to accelerate, not slowdown" - Bill Trigleth, Cannon Financial Institute


Helping Advisors Stay Ahead Of The Curve

Bill Hortz's picture

"The innovative solutions we are discovering and vetting in the areas of technology, business strategy and niche asset management tools will help position advisors competitively on an ongoing basis." Hessel Pole, Invested Consulta


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