How to Run a Technology Company Right
Robb Balwin, President and CEO of Trade PMR sits down to speak about what advisors should focus on in the RIA space, to avoid the development business and the future of RIA Space.
Risk Questionnaire: The Way to Stay Relatable
Larry Shumbres, CEO of Totum Risk discusses how Totum Risk differentiates itself by adding a multi dimensional scoring questionnaire to allows advisors to be relatable with their clients.
Integrating Technology for Advisors
Technology has become more important everyday. Joel Bruckenstein, president of T3 talks about the importance of educating advisors on digital marketing, as well as knowing the risk and encouraging advisors to network among each other.
Digital Marketing: Getting Noticed
Too afraid to standout in the digital marketing world? Robert Sofia, Founder and CEO of Snappy Kraken, sits down to discuss the biggest mistakes advisors make, how advisors can step out of their comfort zone and building an audience.
How is A.I. Reshaping the Financial Services Industry
A.I. is helping reshape the financial services industry from the inside out. But, how can it help advisors scale their business? Danielle Fava of TD Ameritrade explains.