Join us for an insightful discussion on striking the right balance between technology and human expertise—leveraging AI without losing the personal touch, ensuring data security, and safeguarding client trust.
Read More
Join us as we cover the latest enhancements to our Sidebar feature, giving you a meaningful touchpoint for every client meeting.
Read More
We’re kicking off 2025 by showing off phase two of our Holistiplan integration, our dual Discovery feature, and a little tease of next month's big release - our fully integrated Sidebar functionality.
Read More
Join Alison Susko, VP of Community, and TJ Hill, VP of Marketing, as they explore actionable insights to help you stand out in a competitive landscape.
Read More
In this episode, Adam Holt & Derek Notman had a nice conversation with Jon Patullo, Chief Product Officer at TradePMR, about the future of advice.
Read More
In this webinar, we’ll walk you through the full range of Stencils—how to use them in their entirety or in parts—and explore our Stencil Public Library, featuring 20+ custom-curated options.
Read More
In this episode, Adam Holt & Derek Notman spoke with pivotal figure Abby Salameh about organic growth, PE & VC investors and their impact on wealth management firms and exit strategies.
Read More
Financial planning for households is about much more than balancing budgets and saving for the future. It requires a strategic approach tailored to meet each family's unique needs and long-term aspirations. As a Certified Financial Planner (CFP), your role is to craft plans that secure financial well-being and adapt to life's many changes.
Read More