The Indispensable Advisor by Joe Duran

financial advisor career

“The only way to get what you’re worth is to stand out, to exert emotional labor, to be seen as indispensable, and to produce interactions that organizations and people care deeply about.” ― Seth Godin, American author and entrepreneur, Linchpin: Are You Indispensable? It’s not easy being a financial advisor these days.  Technological advances are chipping away […]

Winners of WealthTech: Aaron Klein

This is the second post in our series called, “Winners of WealthTech.”  I conduct interviews with influential leaders in the wealth management technology space who I believe are the winners. The format of these article is a bit of a change from our usual analysis, product reviews or industry trends.  The questions are more personal […]