Resilient Advisor Note (August 2018)
Fidelity Issues Two Zero Fee Funds This was not a surprise to me or any regular readers. While it has been a 'race to the bottom' for a...
How A Cyber Attack Could Ruin Your Business
This episode of Resilient Advisor focuses on the dangers of how a cyber attack could literally destroy your business and credibility. I...
The Future Of Fintech And Digital Advice With Michael Kerins
On this episode we explore the future of fintech with the CEO of RobustWealth, Mike Kerins. The digital advice space is changing rapidly...
What Growing RIA's Need To Know From The 2018 IAA Survey
The Investment Adviser Association's 2018 Executive Outlook Survey Report has some interesting data points for RIA's and potential...
Why Advisors Should Consider A TAMP With Clint Sorenson
On this episode, Clint Sorenson of WealthShield comes on the podcast to share his thoughts on the role of TAMPs today and in the future. ...
Resilient Advisor Note (June 2018)
Practice Management Research Technology & Vendors I Am Testing Loom: I have been playing with this for a couple of months. Loom is a very...
OKRs: A Silicon Valley Framework For Leadership & Growth
OKRs (Objectives & Key Results) have been used at high performing companies since the late 1960's as a leadership and goal setting...
Quantifying Your Work Instincts
When I was in graduate school at Emory University, we had to sit through and absurd number of personal assessments. DiSc, Myers-Briggs,...
