by Carolyn Kick | Oct 11, 2021 | Stories of the Trusted Advisor
With degrees in English and Creative Writing, and a successful career as a corporate trainer, Peggy never expected to one day enter the world of finance. All that changed when her mother, then recently retired, had her finances derailed working with a cavalier...
by Carolyn Kick | Aug 11, 2021 | Uncategorized
When Ian Jameson first entered the advisory space in 2007, he had no idea his career would be shaped by exposing systemic fraud. Alongside his colleague Matt, Ian discovered the agency the pair started at was committing fraud against its clients. Both Ian and Matt...
by Carolyn Kick | Apr 16, 2021 | Stories of the Trusted Advisor
After spending several years at a partner based firm, Bryan Cannon knew he wanted something different for his RIA career. “We had 12 or 13 partners at the time, and I was working circles around everyone else and due to this, I felt that the company was not having the...
by Carolyn Kick | Mar 8, 2021 | Client Communications, Technology for Advisors
Alongside portfolio performance, a trust-based, transparent client-advisor relationship is still what investors value most. Technology can’t–and shouldn’t try to–replace the human side of advising. However, when used properly, it can most certainly enhance...
by Carolyn Kick | Jan 18, 2021 | Technology for Advisors
As a financial advisor, your technology is the backbone of your business. It allows you to complete the day-to-day tasks that help your clients’ financial goals become a reality. But in today’s ever-changing technology landscape, making the right technology...
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