by Corie Odden | Feb 20, 2025 | Corie, SAP
Real Talk About Technology Freedom An Insider’s Perspective By Blaise Stevens, Managing Member, Strategic Advisory Partners I had coffee with an old colleague last week. He works at one of those big broker-dealers that’s been “modernizing”...
by Corie Odden | Dec 6, 2024 | Corie, SAP
The Power of In-House Marketing Support for RIA Advisors: A Game-Changer for Your Practice As an advisor, marketing is one of the most important components of growing your business and deepening relationships with clients. But the world of financial marketing can be...
by Corie Odden | Oct 18, 2024 | Blaise Stevens, SAP
When election years come around, many investors brace themselves for potential market volatility. However, history shows that while markets may experience short-term fluctuations due to political uncertainty, the overall impact of elections on long-term market...
Recent Comments