Financial Advisor Resources
Financial Advisor Reading List: October 2023
It’s October, which means jump scares, hacking together costumes, a scary movie or two, and eating more candy than you said you were going to. There’s lots of great reading material out too! Here’s our top picks for October. 1. Which of the 10 Money Languages Do You Speak? Source: Kiplinger Ever heard of the concept of the five "Love Languages"...
Financial Advisor Reading List: October 2023
It’s October, which means jump scares, hacking together costumes, a scary movie or two, and eating more candy than you said you were going to. There’s lots of great reading material out too! Here’s our top picks for October. 1. Which of the 10 Money Languages Do You...
Eagle Financial Group
Better Alignment with Clients
![7 Insightful Podcasts for Financial Advisors [2022 Curation]](https://www.circleblack.com/wp-content/uploads/2023/07/12.13.2022-–-7-Insightful-Podcasts-for-Financial-Advisors-2022-Curation-400x250.png)
7 Insightful Podcasts for Financial Advisors [2022 Curation]
In case you’ve been telling yourself , you deserve to take a break this holiday season, regardless of whether and how you celebrate. Over the last year, financial advisors have been navigating extremely unique challenges. Getting investors on the same page isn’t...
December Reading List for Financial Advisors
It’s hard to believe that we’re sprinting towards the finish line of yet another year. Time keeps moving forward, and one of the most strategic decisions that advisors can make during this time is to prioritize technology infrastructure enhancements for 2023. ...
A Glimpse into How Gen Z Engages with Fintech
Many financial advisors are building strategies for the upcoming generational wealth transfer from older adults to younger people who were born between the mid ‘90s and early 2010s. From an advisor’s perspective, it can be a challenge to get on the same page as...
Wealthcare Financial Group
Smarter Tech Stack Optimization
Tech Moves Faster Than Our Minds Can Keep Up: Here’s How Financial Advisors Can Adapt
It’s undeniable that hyper-personalization has become the standard for digital interactions, with algorithms being able to predict what people want even before they know that they want it. The technological innovations that have supported this shift in behavior, have...
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