[The recent T3 WealthTech Conference in New Orleans, organized by Joel Bruckenstein, was an important event bringing together and creating a financial industry ecosystem of fintech leaders, advisors, social media gurus, and in
Referred to as the “NAIFA Nation”, a very engaged and diverse association membership of insurance, accounting, legal, and financial advisors was recently brought together for NAIFA’s 2024 Conference at the Arizona Biltmore which combined for
[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.
"We all need to be as open to opportunities, embracing all the expertise there is out there in the industry, and start implementing the latest technologies and solutions as we transition from physical to a virtual advisory role." -
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