13 Reasons Advisors Should Be Emperors of Their Technology Domains

We've seen so many webinars since the pandemic began that "Zoom Fatigue" has become a trending term. But I believe that the majority of us are enjoying the remote discussions and savoring the free time that has been gifted to us from not having to commute to an office or fly across country to attend […]

#ItzOnWealthTech Ep. 49: Radiating Positive Energy with Corey Westphal

"After just an hour, two thirds of our short-term memory is gone, it's amazing how fast it leaves us. If you have a method to capture the information and document it, absolutely you're going to see better results." "The COVID-19 pandemic is an opportunity for advisors to lead through change and and show their clients […]

remote wealthtech advisors

6 Smart Strategies for Managing Remote Wealthtech Employees

"Too much of a good thing can be wonderful." — Mae West, American Actress When something is working, you want to keep it going.  Especially when it's also sharing great information and having a positive impact on your industry.  Doing it again is a no brainer. This is why Cory Westphal, CEO of fintech firm […]

financial advisor technology

CEO Roundtable: Leading Through Change in The Age of COVID19

"The measure of a country's greatness is its ability to retain compassion in time of crisis." — Thurgood Marshall, US Supreme Court Justice There are many companies trying to help people get through these troubled times.  Corey Westphal, CEO at MobileAssistant, had a terrific idea: gather some of the top fintech CEOs to share some […]