August 17, 2020

We are proud of the successes we are able to help our clients achieve in the midst of these challenging times.

July 15, 2020

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 cofounder of Square. Jim and his business partner, Jack Dorsey set out to solve an interesting problem which was how...

April 2, 2020

Today is my 40th birthday.  I should be writing to you from a plane on the way to Disney World with my wife and daughter to enjoy our vacation and celebrate another of life’s milestones.  However, as it often does, life presented us all with a situat...

March 26, 2020

To say that the last 8 to 10 days has been unprecedented, confusing, challenging and emotional doesn’t quite capture the time period and the sentiment of Americans and investors. COVID-19 has made all human beings around the world live, act, interact...

March 18, 2020

One of my favorite quotes of all time is by that great investor… Mike Tyson!  To quote Mike, “everybody’s got a plan until they get punched in the mouth”. Most, if not all investors, have just “gotten punched in the mouth” by this falling market....

February 26, 2020

If you have followed the news of late, I am certain you have heard all about the illicit and immoral nature of quid pro quo, from the Latin meaning “a favor or advantage granted or expected in return for something.” Or, more directly defined, “this f...

February 14, 2020

On the WhatHow podcast, Matt Johnston and Corey Keating discuss industry trends and where advisors should be placing their focus. .

January 28, 2020

Most financial advisors we work with do not need a formalized procurement process, or even a rigorous RFI/RFP process.  However, we do see a need for a bit more planning when it comes to maximizing the potential of resource ecosystem utilization.  Mo...

January 10, 2020

As we reflect on 2019 and the evolution of financial services delivery, one word stood out above all others when speaking with industry leaders and advisors:  comprehensive.  The word encapsulates the spirit of what we intend to deliver to our client...

According to the 32,000 voices in global research[1] on millennials, 51% of C-Suites and managers admit they have no strategy to target millennial customers.  Being that millennials are the largest population set on the planet, have the highest annua...

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