The Connect Advisor Newsletter Archives - Page 6 of 8 - Milemarker

I hope your holiday week has been memorable and relaxing. Before we officially turn the page to 2024, I want to take […]

On Monday of this week, news broke that Figma and Adobe, two design and creative software giants, were discontinuing their merger plans. […]

When I first entered this industry, communication looked much different than today. I’m showing my age here, but writing lengthy emails and […]

When I think about AI, a lot of emotions come to mind. Excitement, uncertainty, curiosity, fear. The fear comes in the existential […]

We’re officially in the thick of the holiday season. While things change from year to year and the people we spend each […]

In my work, I interact with numerous exceptional wealth management firms, setting new standards nationwide. A common theme that has emerged among […]

This past Saturday, we watched the Washington Huskies take on Utah. Washington and their quarterback, Michael Penix, Jr. have been really enjoyable […]

Last week, I shared my frustrating experience as a T-Mobile customer and how it got me thinking about client experience in our […]

I’ve been a T-Mobile user for over ten years.  For the majority of that time, my family and I have participated in […]

I get the pleasure of spending quality time with really great advisory firms. Planning Led Firms. Independent Broker Dealers. Asset Managers. Family […]

It seems like client portals are a centerpiece in our wealth management landscape. You have a lot of choices on what you […]

Greetings from the simulation. Just kidding. We are very much not in a simulation. But, I think we might just be in […]