The Big Promise: Can Digital Tools Really Change Advisors' Lives?
Recently Published in Financial Advisor, written by David Conti High Tech; High Touch In the 1980s, futurist and Megatrends author John Naisbitt predicted that business and...
The Genesis Of Financial Wellness And Beyond
This article is part of series featuring key comments from Kim Mackrill and Jud Mackrill on the future of financial advice. Written by David...
Binders Full of Data
TL;DR – Just having digital records, isn’t enough to make your data useful. Establishing a single source of truth is essential to your business...
Technology Decisions in a Data Driven Organization
TL;DR – Selecting your own technology stack won’t make your business good, but implementing technology has six separate but related areas that can set...
Is Your Data Strategy Unique?
TL;DR – Your data can be untethered from your current systems and technology so that you can filter your future decisions through the context...
Data Synchronization and Firm Aggregation
TL;DR – Your disparate systems can make beautiful music together and give your firm the edge it needs to reach your top valuation. My...
5 Chrome Extensions to Help You Work & 1 for Better Collaboration
TL;DR – Productivity and collaboration are keys to effective work. Use the right tools to stay efficient. A long, long time ago, in the...
On Mixtapes & Hyper Personalization
TL;DR – How you slice and dice your tech gives your clients the mixtape experience that adds value and client retention. Back in the...
Optimism isn't the Opposite of Reality
TL;DR – Even when data exists in on prem monolithic closed systems, there is a path forward. Facilitating an integration of emerging technologies in...
