Rise of the Machines: Part 2I recently wrote a brief article regarding the human traits which make the value of financial professionals irreplaceable. As a follow...
Reinforcing Your Value During Market UncertaintyYou have undoubtedly noticed a slight uptick in market volatility over the past week or so. Many in financial services are anxiously...
Becoming Irreplaceable in an AI WorldI was replaced by a machine yesterday. Not really, but it kind of felt that way. I was writing some draft content and my teammate ran...
Waze and Portfolio ConstructionMillions of people swear by Waze as their go to driving navigation app, I am not one of those people. My wife and friends are constantly...
Language is a Powerful ForceLanguage is critical in connecting with the client. We must be obsessed with how we communicate. Whether we take for granted how well our...
Mastering Organic GrowthThrough a focus on building a unique practice growth strategy, a large regional bank was able to realize record setting growth, create...
Navigating Personal and Professional Change with Lori Hardwick, CEO of Wealth Tech at RRSPCheck out this great podcast from our friends at AchieveNEXT where Lori shares some of her background and insights into what the future...
Video: Matt Johnston & Tito Singh, Tegra118Tegra118 - Red Rock Partnership Alliance Video Series: Tito Singh, Chief Revenue Officer, Tegra118 with Matt Johnston, CEO, Red Rock...
Where Are You Going to Go?Recently, during a call with one of our partners the topic of conversation became the possibility of taking some market share away from a...
Tegra118 and Red Rock Join Forces to Help Firms Drive Growth and Improve Advisor-Client EngagementStrategic partnership helps firms and advisors gain untapped value from technology to accelerate growth, reduce expenses and enhance client
Growth Against All OddsWe are proud of the successes we are able to help our clients achieve in the midst of these challenging times.
What is Your Innovation Stack?One of the most inspiring books that I have read over the past few months is The Innovation Stack written by Jim McKelvey who is the...