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
"Most important, improving communication quality and frequency with personalized insights, targeted signals, and specific Next-Best-Actions maximizes and reinforces advisor relevance." - Nathan Stevenson, CEO of ForwardLane
"Explaining your firm’s culture of compliance is a great way to show you care and a great way to build trust and referrals to friends and family." - Mac Bartine, SmartRIA
'Ironically, there is a hefty amount of thought and teamwork that needs to happen behind the scenes in order to create a simple user experience." - Evan Kramer, CEO White Glove
"The bottom-line is that building the behavioral element into an advisory practice is a win-win-win with improved outcomes for the advisor, the firm and the client." - Leon Morales, DNA Behavior
[Leading your firm through a dire external crisis, addressing the heightened concerns of your clients, and continuing a business growth dynamic all combine into a very challenging calculus.
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