The Presence of Problems and Process of Resolution

Problems are everywhere and it’s a natural human tendency to avoid them; however, try as we might, they don’t just go away. Even the best-laid plans typically encounter an unexpected hitch or set back due to wildly unpredictable events.

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Digital Security in an Unsecure World

By now, we’ve all heard the tales. Maybe your neighbor’s identity was stolen, a credit card was compromised, or an account was hacked, spilling personal information into the unseen corners of the dark web.

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The Birth of a Technology Platform

Prior to the launch of our broker-dealer, we saw a need for a more intuitive user experience when interacting with our firm. As we sat down at a conference table overlooking Tampa Bay in the early hours of a cool March day, our team had an epiphany.

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Choosing a CRM for Financial Advisors

Problem solvers are the cogs that fuel innovation. Throughout history, they’ve come and gone, solving some of life’s greatest mysteries. Someone sees something that they don’t like and try to fix it.

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