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...
Financial advisors constantly seek ways to increase value, create personalized solutions, and secure their client's financial futures. Congress has passed a number of omnibus bills that have significant tax consequences, especially for high-net-worth households. This...
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....
If you’re part of the Financial Advisor Magazine community on LinkedIn, you may have seen this thoughtful, recently posed question:What this informal poll suggests is that storytelling is crucial for financial advisors to communicate effectively with prospective...
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...