The financial services industry would do well to learn from the customer service shortcomings and successes of other industries. I especially am paying close attention to how other industries serve their clients as I embark on building my newest fintech …
Tag: financial advisors, investing, retirement, wealth management, wall street
Revelation at a Firehouse Pancake Breakfast
I live in a very small town about two hours outside of Manhattan and like many of them around the country, my local volunteer fire department sponsors Pancake breakfasts to raise money. I think I may have been to one …
Pros and cons of fully delegating to your advisor
A couple days ago, I was doing a talk (my book release and book signing event) and during the question and answer period I was asked a great question by Bill Kelly, the CEO of The CAIA Association. His question …
Read More "Pros and cons of fully delegating to your advisor"
Financial Fitness and Physical Fitness: Equal Wellness Issues
Over the past several years I have noticed a growing convergence in the level of importance of financial fitness and physical fitness on behalf of both employees and employers. I have seen many fin-tech companies that provide a unique solution …
Read More "Financial Fitness and Physical Fitness: Equal Wellness Issues"
Nicholas W. Stuller 