The Connect Advisor Newsletter Archives - Page 5 of 8 - Milemarker

You’re likely familiar with at least one personality system – from Meyers Briggs to DISC or Strengths Finder, you may have even […]

The last time Nebraska made a bowl game seems like forever ago. Nine years, to be exact. My oldest son, Gideon, and […]

Here’s hoping your money was on Oppenheimer last Sunday night. Our house was torn between Barbie and Killers of the Flow that […]

AI is changing pretty much everything about our world. The wealth management industry is no different, and your firm won’t be exempt […]

“If we can scale to X of clients, we will be able to Y.” In this age-old fill-in-the-blank equation, firm leaders look […]

The concept of Git has been around for over 20 years. Git is a method for tracking changes in source code during […]

Apple released its brand-new Vision Pro headset late last week. If you want to spend $3,499, you can order a pair, pop […]

Hey Siri, What is a label for the concept of when a critical company promises improvement and then continues to delay that […]

Everybody has at least one. Everybody has that album that you press play, track one, and you glide through every song in […]

I’ve been working with various family offices since 2010 or so. I was first introduced when I had to deal with only […]

On Monday of this week, Bill Crager, CEO and co-founder of Envestnet, announced that he would be stepping away at the end […]

A little over 20 years ago, Death Cab for Cutie released an album, “Transatlanticism.” One of the top tracks on the record […]