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Leveraging Technology & Data
[Webinar] Think Beyond: Building Your Business with Managed Models
The pandemic has accelerated a shift in market conditions that calls for rethinking portfolio allocations. How you respond could make a big difference for your clients and your business.
Leveraging Technology & Data
Tech in Business
98% of advisors say that technology impacts their decision to join a new firm, with 70% saying it ‘significantly impacts’ that choice.
Leveraging Technology & Data
Secrets
This piece is approved to use with clients.
Never has so much personal information been readily available to the general public. It’s surprising, then, that so many financial institutions continue to treat public knowledge as a “secret.”
Goals/Needs-Based Investing
3 ideas to help you achieve the income you need
This piece is approved to use with clients.
Patrick Nolan offers his top tips to help your money deliver.
Goals/Needs-Based Investing
The BIG list of great money advice
This piece is approved to use with clients.
Dr. Daniel Crosby, Chief Behavioral Officer of Brinker Capital put together this client approved list of money advice.
Leveraging Technology & Data
Protecting what’s yours
We’ve all seen security breaches covered in the news: Equifax – at a cost of nearly $243M, Uber – resulting in $148M in combined fines, and just last year, Facebook – at a potential cost of $1.63B.
Leveraging Technology & Data
A Tale of Two Billboards
This piece is approved to use with clients.
Brinker Capital's Information Security Officer discusses the Equifax breach and how advisors and clients can keep their systems protected.