7 Mistakes to Avoid in a Request for Proposal (RFP) Process

Request for Proposal Process

In Ancient Greece, a man could propose marriage to a woman by throwing an apple at her.  If she caught the apple, it meant she accepted the proposal. For wealth management firms searching for new technology partners, throwing fruit at them would not be an appropriate replacement for a formal request for proposal (RFP) process. […]

Winners of WealthTech: Bill Crager


This is the first post in a new series I’m launching here on Wealth Management Today called, “Winners of WealthTech.”  It is more of a straight interview format with influential leaders in wealth management technology. I was inspired to start this by one of my mentors, Tim Ferriss, successful investor, entrepreneur, author and podcaster.  Actually, he doesn’t […]