AdviceTech – The Renaissance

Technology is Helping Financial Advisors Deliver More Human Advice Just last week, I had the pleasure of attending and speaking at the 2023 AdviceTech.Live event hosted by Asset-Map.

Read More »
financial advisor lead generation
Jam It All!!

How understanding the Paradox of Choice can make finding a financial advisor easier Let’s face it, financial advisor lead generation leaves something to be desired.

Read More »
lead generation service
A New Lead Generation Service

A marketplace for buying and selling professional financial relationships “Relationship selling” is when someone uses their relationship and connection to close a sale – often

Read More »