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Anthony Zhang: Turning Challenge into Opportunity
Serial entrepreneur Anthony Zhang launched his latest venture, Vinovest, a fintech for fine wine investing, in 2020, just before the pandemic took hold. The stock market soon fell 30%, …
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Business Management
How to Gain Effective Leads Through Strategic COI Relationships
In a perfect world, you could build a firm sustained by a steady stream of new clients – a majority of whom were referrals. A simple “ask and you shall …
Technology
Default “Closed” Status in CX Will Help Advisors Manage Cases: Updates in June 2020
Release Notes: Version 20.2.2 | June 3, 2020 New onboarding cases from CX will be created with a default “Closed” status in C.E.O. to help advisors better organize their …
Technology
Expanded Performance Analysis Dates, Improved Mobile Shortcut: Updates in April 2020
Release Notes: Version 20.2.1 | April 8, 2020 We’re broadening the date ranges used to evaluate account performance over time, and we’re giving clients a branded mobile shortcut to …
Technology
3 of Our Favorite Parts of the New Carson Client Experience
Single sign-on isn’t rocket science in fintech. If anything it’s common and almost expected nowadays. But it’s the first thing we think about when we search for and build …
Business Management
Three Takeaways From FinCon 2019 (That Aren’t Pens, Shirts or Stress Balls)
A lot of us are familiar with that post-conference attitude, right? After being out of the office for a couple days, we return to the real world ready to …
Marketing
Our Favorite Chrome Plugins for Advisors
Financial advisors thrive on efficiency. Browser extensions are a fantastic way to boost efficiency in day-to-day tasks that you may not have realized were possible. With the right browser …
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Becoming a More Trusted Ally
How BMY Wealth Improved Client Relationships – and Increased AUM – with the New Carson CX
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