[The ardent reporting on the $84.4 trillion Great Wealth Transfer now underway needs to specifically underline that there is much more at play here than just a repositioning of money. It requires thinking beyond assets, into relationships.
[Having a holistic financial business model and product/servicing offering can be a very competitive and engaging way to grow your business, but it requires you to become “proficient” in areas beyond investment management, like estate planning
[While there are many forms of innovation that a company can develop - such as product, process, network, and customer experience innovation – business model innovation is one of the most powerful strategies available to forward-looking business l
Celebrating it’s 20 year anniversary today, PechaKucha - an informal fast-paced presentation format created in 2003 by two architects in Japan - has exploded into a global phenomenon now being used at 1,30
[Customer engagement is a moving target and a hard one to execute on as consumers continue to lose trust in brands and are increasingly resistant to the flood of marketing messages they are being besieged with.
[All financial services professionals, their vendor partners, and their clients were catapulted into a new virtual operating environment due to the COVID-19 pandemic.
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