[Digital Vaults continue to rapidly evolve from a “nice-to-have” virtual equivalent of a safety deposit box for critical advisor and client-facing documents into a “must-have” technology to power a more engaging and competitive advisor and enterprise-wide service model. Such is the nature of technology that requires the ongoing development of robust applications which are driving advisor […]

“ You only have two choices when it comes to caregiving: plan or panic…The lack of a plan can tear a caregiver’s life apart…This book will help families overcome objections that relegate extended care planning to stressful crisis planning.” – p.3 As a leading expert and evangelist on the topic of Caregiving in the U.S. and […]

[Practice management has traditionally focused on guiding financial advisors tactically – do this, stop that, create a process here, upgrade your tech and operating systems there  – leading to a more organized chaos in operating their business. These are all vital activities geared to critical areas of a business that collectively provide a necessary foundation […]

[In the rapidly evolving world of AI FinTech, transparency and trust have emerged as critical pillars for long-term success. As more financial institutions adopt AI-powered solutions, they must navigate complex issues around data privacy, ownership, and the risks of opaque “black box” systems. This first article in our new “AI FinTech in Wealth and Asset […]

[Financial services business models are rapidly evolving and generating intensive introspection for advisors to determine what they specifically do for their clients and how they want to be perceived in their communities. The expanding holistic financial planning movement and the growing threat of rising taxes in retirement are vital factors that challenge the traditional distinction […]

[Challenging an entrenched industry business model, like the employer group health insurance market, is a massive but doable endeavor that is being driven by smaller but dynamic industry players. As large incumbent healthcare firms have little motivation to change when profits are at an all-time highs and business owners do not know of any other […]