The Latest In Financial #AdvisorTech (January 2022)

The Latest In Financial #AdvisorTech (January 2022) Kitces.com – (January 2022)

How Proving Your Planning Value Upfront Boosts Prospect Conversion Rates

How Proving Your Planning Value Upfront Boosts Prospect Conversion Rates AdvisorPerspectives – (January 2022)

Some Advisors Breathe Sigh Of Relief As Build Back Better Fails

Some Advisors Breathe Sigh Of Relief As Build Back Better Fails FA Mag – (December 2021)

FP Alpha launches a new prospecting tool to help advisors find new planning opportunities more quickly

FP Alpha launches a new prospecting tool to help advisors find new planning opportunities more quickly Kitces – (December 2021)

Building A Tech Stack That Empowers Opportunities To Scale And Grow

Building A Tech Stack That Empowers Opportunities To Scale And Grow FA Mag – (December 2021)

Advisor Tech Talk

Advisor Tech Talk Digital Wealth News – (November 2021)