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Applying Cialdini’s Principles Towards Building Advisor Influence

[Building and wielding influence creates a unique kind of gravitational pull with clients and prospects.

The Performance Dispersion Opportunity for Active Investors

[Every investment universe exhibits broad performance dispersion – a range of performance results in markets and sectors that still exists despite the overall current market weakness.

T3 Review from a FinTech CEO’s Perspective

[The return of the T3 - Technology Tools for Today financial technology conference in Denton,TX was an important event bringing together and creating a financial industry ecosystem of FinTech leaders, advisors, social media gurus, and industry

Behind the Movement Towards Direct Indexing

[At least twelve major acquisitions by leading financial services firms have loudly signaled a major shift to and expansion of the direct i

ETF Distribution at the Intersection of Tradition and Innovation

[The $7.1 trillion U.S. ETF industry (as of 3/31/22) is far from being a mature market. First developed in the 1990s to provide access to passive index tracking and sector funds, the ETF universe has been in perpetual evolution.

The Anatomy of an Innovation Investing Mindset

[Investing in growth is a fascinating business, especially when focused on the realm of business innovation – new trail-blazing products, new redefining industry services, new next-generation business models, and new democratizing platforms.

Deep Think and Marketing Lessons for Advisors

[In a rapidly changing business environment, it is important to hit the “pause” button regularly and have a deep think.

A Scalable Investment Personalization Platform for Advisor Growth

[Financial services have finally reached the capability for mass customization.