[Disruption breeds change, but the right kind of change is driven by building from your customers’ needs and perceptions.

"Explaining your firm’s culture of compliance is a great way to show you care and a great way to build trust and referrals to friends and family." - Mac Bartine, SmartRIA

[Technology is not all monolithic systems and end-to-end platforms with an all or nothing value proposition.

"Marketing and sales teams have a vital, superhero role to play to help the firm keep ahead of competitive pressures." - Steven Lewis, MarketBridge