During the 15th annual T3 Technology Conference for financial advisors, attendees heard from Anthony Stich of Advicent on how financial planning software can make them more competitive.
Have you read my latest article on RIA Reflections?
Who walks in next? A hippie from Colorado. He’s like, “Hey, man, do you mind if I join, too?” I’m thinking to myself, what is going on here? A Catholic priest, a born-again Baptist minister, a hippie from Colorado, and a businessman? It sounds like the start of a bad joke, but I move over, and he sits down next to me.
As above suggests, not once do I mention wealth management, financial advice, growth, or even marketing. Make sure to take a peak at my thoughts on the lost art of disagreement.