Through the course of our work, we’re fortunate to partner with a lot of financial professionals who are hungry to take their growth to the next level. We also work with firms that have already created growth flywheels spun to life by assertive marketing and...
We keep an ear out for the trends and emerging stories that drive the wealth management industry. The organic growth story looms large in conversations with our clients, on conference stages, at exhibitor booths, and during after-hours networking. But what about...
The SEC is watching how wealth managers talk about generative AI. It is still early innings for regulation of AI tools in the United States, with most legislative activity taking place on the state level. But the SEC recently fired a warning shot at the wealth...
Financial advisors are still behind the curve on generative AI. We saw this firsthand at the 2024 Invest in Women Conference during a panel on the use of generative AI tools. The enthusiasm of Dr. Sindhu Joseph, CEO of CogniCor, and Neva DePalma, General Counsel at...
2024 has only just begun, but marketing leaders at financial advisor firms already feel pressure to deliver growth on all fronts. “Build me a strategy to capture new business that is tailored to each of our leads. Now scale it up, while preserving the one-on-one...
