The ClientWise Blog

Curated Content for Financial Leaders (Week of August 31)

Posted by Ray Sclafani on Aug 28, 2020 2:48:29 PM

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Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.


An Agile Approach to Budgeting for Uncertain Times
As you begin your Fall strategic planning, HBR outlines several good insights for agile budgeting during uncertain times.

Focus Financial, Hightower Cut More RIA Deals - Barron’s
Interesting deals during Covid, each with its own unique strategic approach to future growth and succession.

Financial advisors should use tech and fintech tools to boost their practice during Covid - Barron’s
Among the brightest minds covering #FinTech, Joel Bruckenstein provides helpful insights.

Find Your Signal in the Digital Noise
David Armstrong of Monument Wealth Management shares key insights in his podcast.

Barron’s LIVE: Weekly Webcast Schedule Announced
Event Registration

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Topics: Leadership, Crisis