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May 14, 2020

Founder to CEO Podcast

Our CEO, Anand, was graciously invited by Todd Uterstaedt to share his learnings on creating a startup and the challenges that come with that. Todd has an amazing podcast (check it out here: From Founder to CEO Podcast) from many famous CEOs, including Eric Yuan of Zoom and Seth Godin. You should subscribe to his […]
May 12, 2020

Tuesday Comic - Marketing

Trying to make your day a little brighter with comics.
May 8, 2020

Quick Video Tip - Zoom Scheduling

We are all using Zoom to schedule our meetings. Let's save you and your team some time scheduling those from within the Chrome browser.
May 5, 2020

Tuesday Comic - Liquidity

Trying to make your day a little brighter with comics.
software for financial advisor that is innovative
April 28, 2020

Tuesday Comic - Innovation

Trying to make your day a little brighter with comics.
April 21, 2020

Tuesday Comic - Risk

Trying to make your day a little brighter with comics.
Crystal Ball
March 14, 2020

Startups, what do you do now?

I wanted to share with you my thoughts on the current Coronavirus environment that we all find ourselves grappling with. Like many of you, I have gone through uncertain times - DotCom bust and subsequent recession of 2001, September 11, Enron, Iraq War, Afghanistan War, SARS, Swine Flu, Ebola, MERS, 2008-2009. However, unlike most of […]
December 17, 2019

Tweets for thought - SECURE Act

Well fellow advisors, I came across another amazing Tweeter thread that is important to save and not let it get buried. This time it is from Jeff Levine, CPA/PFS, CFP® regarding the SECURE ACT. Jeff did an amazing job distilling many of the important parts for financial advisors. Thanks, Jeff! And now your tweet is […]
December 5, 2019

Tweets for thought - Holiday gift ideas

Another tweet thread that needed to be saved from being buried. Financial Advisors, as you consider what to do for Holidays for gifts for your clients, check out this Tweeter thread for ideas. Chocolate for the win - our bias Below, just highlighted a few that looked interesting. Fellow advisors - what's the best client […]
December 1, 2019

Tweets for thought - New Clients

Patrick's tweet on what advisors are doing to get new clients - besides referrals.
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