James Hendries
DECEMBER 25, 2022
A well-crafted business plan can be a blueprint for entrepreneurial confidence. This multifaceted tool is as important to established business owners looking to grow their companies as it is to budding entrepreneurs. A business plan defines your business, outlines your goals, and lays a strong foundation for achieving them.
Nerd's Eye View
FEBRUARY 20, 2024
What's unique about Ben, though, is that he spent 13 years successfully working his way up the career track at a growing advisory firm, starting as an intern and eventually making partner… only to realize within 18 months that it wasn't a good culture fit for him and that he'd need to leave, but then figured out how to take on passive equity (..)
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Nerd's Eye View
MARCH 4, 2024
SEI invests $10M into TIFIN to support its development of new AI tools for wealth management, in a model that could both help SEI navigate the infamous "Innovator's Dilemma" of being a large incumbent trying to innovate, and could represent a model that helps to fund more early- and mid-stage AdvisorTech startups (especially as the VC/PE funding environment (..)
Nerd's Eye View
NOVEMBER 28, 2023
We also talk about how Peter started in the industry in New York city in the aftermath of 9/11 as an insurance salesperson charged with cold-calling potential customers (and how he took inspiration from the work of author Nick Murray to overcome the challenge of hearing "no" from prospective clients on a regular basis and push through to grow his book (..)
Nerd's Eye View
SEPTEMBER 4, 2023
This month's edition kicks off with the news that WiserAdvisor, one of the longest-running lead generation services in the industry, has acquired IndyFin, a startup advisor rating platform that had aspired to be the 'Yelp for Advisors' – which on the one hand provides WiserAdvisor with an opportunity to jump into the business of client reviews (..)
Nerd's Eye View
APRIL 1, 2024
Advyzon and Panoramix competing against Orion)… with the question of whether they, too, will someday raise their prices as they gain traction as well?
Nerd's Eye View
JANUARY 1, 2024
From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: JPMorgan has announced plans to shut down its robo-advisor offering after just four years, highlighting broadly the challenges of robo-advisors to overcome the challenging economics of acquiring and serving small clients, and in (..)
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