"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
[The COVID-19 pandemic has further accelerated our entry into what has been previously termed by strategic business and military leaders as a VUCA world – a business and social environment driven by volatility, uncertainty, complexity, an
“The greater likelihood of regulatory enforcement action looms as an existential threat to advisors, money managers and broker-dealers.” – Todd Cipperman, Cipperman Compliance Services
"The evidence and research clearly show that the best time to get a reverse mortgage is when you are earlier in retirement." - Harlan Accola, Fairway Independent Mortgage Corp
Innovation starts inside your head. It is a way of thinking and behaving. The ability to innovate is a uniquely human skill that is in your possession but it needs to be practiced and honed and powered by the right mindset.
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