I founded Clientific because I saw two huge opportunities in financial services. The first is helping financial institutions address the massive shifts that are defining a new era of wealth management, and the second is finding new ways to leverage financial technology […]
Update: badge has been sold. Thank you! I have a $1,150 SXSW Interactive Badge for sale for $750, a $400 discount. I am offering a SXSW Interactive badge to my readers at a loss. My cost was $867 ($742 earlybird […]
I continue to get questions on which social media channels are most effective for what purposes. No wonder, considering the growing complexity. Thankfully, there is a very simple explanation, which I will be using from now on: You’re welcome.
I have been writing for some time now on the ‘intersection of leadership, advice and innovation’ and about why I believe we are in the early stages of a new era of wealth management. Today, my blog starts a new […]
Thank you to all of you who have served and to those of you still serving. I am grateful to be able to honor your service to all of us. From Dale Wilson’s Command Performance Leadership: Freedom isn’t free. Men […]