[Many strategic business and military leaders have characterized our current reality as a VUCA world – a business and social environment driven by Volatility, Uncertainty, Complexity, and Ambiguity.
[In our age of polarized perspectives, alternative facts, floods of disinformation, and distrust for many traditional sources of information today, it is no small feat to build a trusted site for information and community.
[Financial advisors desire for independence and having more control as to the development of their own differentiated businesses has been growing steadily and creating a very dynamic industry landscape.
[There are several hidden threats to retirement that are not being proactively or adequately addressed by the financial community. There are multiple reasons for this.
[Recognizing the power of mindset in all human endeavor is essential, but especially so in our hyper-competitive, accelerating-rate-of-change business world.
[The expanding holistic financial planning movement along with the growing threat of rising taxes in retirement is breaking the traditional “You Shall Not Pass!” demarcation between financial advisor advice and accountant/CPA tax services.
[There is no greater value proposition and competitive positioning for financial advisors than to be prepared to help clients through their greatest financial AND life challenges.
“Essentially, financial advisors – rookies and seasoned veterans alike – are looking for proven strategies to get the most growth out of their businesses as possible and they usually want that growth now!”- p.V
[With such an accelerating and dizzying rate of AdvisorTech options available, making the right technology decisions and developing the right strategy for building your advisor technology stack becomes all the more critical.
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