The Connected Advisor
Five Mistakes Advisory Firms Make With Data and Integrations
Wealth technology integrations and data management can be full-time job. With so many moving parts, it’s easy to make a mistake and […]
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 […]
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 […]
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 […]
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 […]
Failing to Plan is Planning to Fail
TL;DR – Your business needs a guide to create and implement a best in class technology plan. Every morning, I wake up […]
Data Integration – How Hard Can It Be?
TL;DR – Integration challenges can be resolved through planning, communication, collaboration and an excellent API platform. In the year 2021, it’s natural […]
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, […]
Data Lakes and Your Risk of Drowning
TL;DR – Data lakes sound cool, but you probably need something you’ve already heard of instead. I’m a sucker for true crime […]
How The Evolution Of Apple’s Value Impacts Us All
TL;DR – The fastest way to grow your revenue is to expand what you’re offering to your clients. In the early stages […]
An Advisor’s Look at Gathering & Maintaining High-Quality Data
TL;DR – Your SaaS solutions manage your data. It’s up to you to make the right decisions around processes and tools that […]
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 […]
