Should financial professionals work with their closest circles (family/friends)?? Almost every advisor I know has an opinion about this one, and I have personally chosen my own path which includes doing high-level consultation with every person close to…lnkd.in/e6AVapYa

This was a great experience with Davyde Wachell of Responsive AI who interviewed me for his podcast #AdviceArchitects. Have to say, very impressed. He got stuff outta me that others hadn’t. Fantastic summary and engagement. 30 mins. Listen now.…lnkd.in/eGkYsWZJ

Davyde Wachell did a fantastic job in this interview podcast and pulled some great perspectives on #AdviceEngagement and how it’s the next big thing in human-delivered advice. His summary at the end brings it all home. Looking forward to some big con…lnkd.in/etFsTCTD

Every advisor I know has shared concerns about the lack of innovation in their firms. Derek Notman and I share our own experiences about the challenges within financial orgs that are prolific. If you are a professional, an executive or a fintech vendo…lnkd.in/gKB43DHV

🍾🥂Congrats Derek Notman my friend on EPISODE #50! Milestone! We had our own anniversary party with friends from WealthStack (Part of Wealth Management EDGE) in florida and made it live! Great content here... open to community responses. #LeadWithA…lnkd.in/eNxyvmuj

This is the mistake every advisor made (myself included) when implementing tech in their practice. Watch the 1-minute video below and tell me what you think in the comments 👇 Recorded at WealthStack (Part of Wealth Management EDGE) with my peers…lnkd.in/eXBbfadX

What is Advice Engagement fintech all about?? For those of us in the financial professional world (CFPs, CPAs, Reps, Agents, Bankers), it's what we've been doing for years. It's the moment when we as professionals delivery our most valued client e…lnkd.in/eAPGhfp4

Personalization!? It's just a word until you understand what it means for financial professionals and why it is deemed the next big thing in our space. The big trend we talk about in #fintech (and all tech these days), is how to create a more empathe…lnkd.in/ehTbXs5S

This is a great group of smart people on a topic that’s created serious angst and excitement. Attending is just time well spent. Learn how these champions of financial advice and their platforms are harnessing #AI to help deliver advice at a whole new…lnkd.in/erDqXBnV

🎙️Check out Ep 55 of Rethink where Goldman Sachs Managing Director and US Navy Captain Richard Lofgren chats about what they are doing to support advisors and what advisors should be thinking about to stay relevant and continue to grow. bit.ly/3PJBgeu

Having a blast listening to advicetech.live ... recordings available to registrants. Have 4 pages of notes already! #adviceTechLIVE

5 minute BIO BREAK @ #adviceTechLIVE nowwwwww

Expert panel breaking down the day and what they saw. Bow that’s different content! Keep disrupting. AdviceTech.LIVE #AdviceTechLIVE

WealthManagement article on #AdviceTechLIVE keynote day 1. Day 2 keynote starts in 4 minutes!

Thank you AssetMap for including Income Lab in what was an amazing #AdviceTechLive 2023 event. On top of being a part of a impressive line up we were able to raise awareness for Invest in Others and the Leukemia and Lymphoma Society in memory of Gavin Spitzner. To donate to t ...

So many great comments from our peers. Thanks for all that attended. FOMO? Sorry. we missed you too. LOL

.Matt Halloran breaking down #ExcellRepresent featuring: Diana Cabrices Females and Finance Sheryl Hickerson 🙋🏼‍♀️ Hannah Moore, CFP® Cheryl Nash & Alison from Asset-Map #advisorspeeddemos ProudMouth Jay Coulter, CFP® & CIMA®

Today in Starvine 10/11 at #dcpa23 Ron and I are sharing actionable techniques to drive advisory convos with clients! Will be revealing and fun. ⁦American Institute of CPAs⁩

"Talk This!" Mobile Assistant 💬🐘 elephant as Asset-Map Mappy dunks on your party in the #fintech Madness Bracket from Three Crowns Marketing Everyone Vote today! Winner faces Redtail Technology v. Wealth.com threecrownsmarketing.com/wealthtech-mad…

So here is my contribution to the industry after going to #SHIFT2024 last week. Hearing the mantra we've been chanting for years - Talking all about Human Advice Delivery. Enjoy, share, comment, nod your head! linkedin.com/posts/hadamhol… #LeadWithAdvice #cfp Asset-Map