White Paper
Understanding Data and How to Unlock it’s Value
As the financial advisory industry has become increasingly digital, the threat of...
White Paper
The Implications of T+1
Many firms have yet to start their planning for the eventual move...
Speaking
Buy Versus Build in Advisor Software
Doug Heikkinen has John on his podcast to discuss: Things to...
Speaking
Your Digital Marketing Presence
John joins a round table discussion of Your Digital Marketing Presence for...
Speaking
Investment News Tech Stacks: Ransomware Risk Should Spark Policies and Planning
John joins Nicole Casperson as he discusses the risks of ransomware and...
White Paper
The Colonial Pipeline Ransomware Attack: A Wake-Up Call for Wealth Managers
Ransomware attacks soared 158% in North America last year and 300%...
Article
3 Inflection Points that Help Your Business Grow
Flourish Studios created an animated bar chart titled the Biggest Fast Food...
Speaking
Discussing your Unique Value Proposition
John discusses your firm’s Unique Value Proposition and why it is so...
Speaking
Identifying Well-Rounded Value
John discusses how to identify the value within your wealth management firm...