Learn & Laugh Blog

August 10, 2021
Tuesday Comic - Tooth Accountant
Making your day brighter through comics
August 4, 2021
How Financial Advisors Can Help Clients Avoid Phishing and Identity Theft Attempts
Phishing and identity theft are on the rise, not just through email but phone calls, texts, and even in person. In 2020, the FBI received nearly 800,000 reports of phishing, totaling $4.1 billion in losses for the victims of those schemes. The number of reports increases each year. As a financial advisor, preparing your clients […]
August 3, 2021
Tuesday Comic - Glass of Water
Making your day brighter through comics
July 28, 2021
Financial Advisors Need to Get Serious About Implementing Tech
Financial advisors have been slow to adopt tech into their businesses. Only about 40% of advisory practices utilize software for financial planning, portfolio management, or customer management. The reason for the slow adoption seems to be a concern that the software won’t really bring enough value to justify the price. In a 2019 study tracking […]
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