Anthony Zhang: Turning Challenge into Opportunity

Posted on June 27, 2022
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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The Top 7 Things Financial Advisors Need to Know about Google Analytics

By: Andrew Rogers
Are you familiar with who’s visiting your website? The primary goal of your website is to educate and convert visitors into prospects.   Your website is your 24-hour salesperson; …
Business Management

Technology Disruption is Good For Financial Advisors

By: Ron Carson
It took 38 years for radio to reach 50 million users—but just 13 years for TV, four years for the internet and 35 days for Angry Birds, as a …
Business Management

Using Data Reports to Enhance Advisor Client Experience

By: Steve Synowicki
The quality of your advisor client experience can mean the difference between gaining, keeping or losing clients at your wealth management firm. Serving clients well, and continuously improving the …
Business Management

Why You Need To Keep Up With Financial Advisor Technology in the Workplace

By: Carson Group
Our society has experienced a serious technology boom over the past 15 years and has forced new ways for offices to operate. Financial advisors are not immune to these changes …
Business Management

10 Tricks for Maximizing Technology Efficiency in Your Practice

By: Quin Kilgore
In my role with the Client Experience Optimizer (CEO) team here, I spend every day focused on technology, productivity and efficiency. Most of us spend 8 (or more) hours …
Business Management

What are Robo-Advisors?

By: Don Hagan
First and foremost, Robo-Advisors are not advisors at all. This is once again another example of a Wall Street marketing ruse designed to mislead the public into believing they …

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