WHY digital technology undermines the prevailing business strategy of the past 30-40 years and HOW financial services firms as well as individual advisors and agents can adapt their businesses to the realities of the new digital age of financial services.
It’s alright to be uncomfortable or unfamiliar with digital communications. But let’s agree to stop making excuses.
Simon Sinek’s TED talk about the golden circle is inspiring and instructional.
It used to be when I wanted share a great article with my clients, I’d clip it out of the …
Virtually all of us sell something. Some sell products, others sells services. And some of us have to sell our …
My son started playing little league baseball this year and it’s been a learning experience – for both of us. …
This is a great reminder of some of the key rules we should all observe in social media. My favourites: …
There are two types of advisors when it comes to social media: the ones that get it and the ones …
The World Wealth Report (WWR), published annually by Capgemini with RBC Wealth Management, provides an excellent overview of the global …
Mary Meeker’s annual Internet Trends Report is must reading for any business leader these days. It provides a high level overview …