My name is Matt and I’m an Army veteran and the Head of Customer Success at CircleBlack. I have been helping build CircleBlack for nearly nine years; I was the fourth full-time employee and its first customer-facing employee. Before CircleBlack, I served in two wars...
Summer is over; on to fall! Though with temps across the nation it seems we have more than a few dog days left. Regardless, the working world is back - vacations are over, kids are back to school, and the office often has the best AC. While you’re staying out of the...
Back to school season is around the corner. That means a lot of financial advisors are wrapping up summer vacations, prioritizing time with family, and getting ready for the fall. Meanwhile, life at work may be feeling busier than ever due to economic uncertainty....
For the past few years, the topic of burnout, defined as a sense of prolonged emotional fatigue or mental exhaustion, has gotten a lot of attention in the media. Unfortunately, it’s an epidemic. According to a recent study from Deloitte, 77% of professionals shared...
These days, RIA firms are experiencing unusual pressures. What that means, on a day to day basis, is that you may be seeing an increase in questions or concerns from clients. So if you feel like your workload is getting heavier, know that you’re not alone. Even before...
Facing economic uncertainty, a lot of financial advisors are navigating uncharted territory. Keeping this context in mind, empathy continues to be a superpower when providing support to investors. So how can you build up and harness this skill as a financial advisor?...