Paul Strid writes Day 17 post for Financial Planning Magazine’s series 30 Days: On How Technology Is Changing Your Practice…
Tech is changing the industry — don’t get left behind
When is a wealth management firm not a wealth management firm?
When it is a technology firm in disguise. I say that tongue in cheek, but there is an element of truth. Read More…
What if There’s No App for that?
– Bill Bachrach
I recently read a really great blog post written by Bill Bachrach, a coach and author who specializes in consulting with Financial Advisors. Bill is an extremely insightful writer, and I thought you might enjoy the following excerpt from his recent piece called “What if there’s no app for that?”