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Latest News and Press Coverage of Trilogy Financial:

O’Dwyers Apr. 19, 2018 Trilogy Financial has added Ginger Silverman, founder and president of Aha! Unlimited Consulting and vice president of marketing, brands and campaigns at Behr Paint, to its board of directors. Silverman has also led communications initiatives for companies including Prudential, Pizza Hut, Taco Bell, Homebase and Lindora Medical Weight Control.…

  • Fintek News May 13, 2018 FintekNews is pleased to publish the third in our new series – #FintechSavvy.  The series has a two-fold purpose:  1) To feature ADVISORS who are successfully using financial technology in their practices and profiting from it, and 2) To feature FINTECHS who are helping advisors grow their practices with their unique product offerings. This week, we’d like to introduce you to Nick Richtsmeier, Chief Operating Officer, TrilogyCapital & Chief Innovation Officer at sister firm Trilogy Financial.  Established in 1999, Trilogy Financial is a privately held financial planning firm based in Huntington Beach, California with nearly…

  • InvestmentNews Apr 10, 2018 Sometimes a cliché is best captured in a picture. On my colleague's phone was a black Bentley, chrome logo glistening in the sun. The car belonged to one of his most successful clients, but it wasn't the presumptive price tag that was jarring. The custom license plate read, "NVSTWME," surrounded by a frame stating, "My other car is a yacht." Photographic evidence of people's worst assumptions about financial advisers: extreme affluence, simplistic value proposition, garnished with a touch of hubris. Truth is, the majority of people in financial services do not carry themselves with… https://www.investmentnews.com/article/20180410/BLOG09/180419987/financial-advisers-empathy-gap

  • Financial Advisor APRIL 6, 2018 We need them to abandon the machine work that has become such a distraction. Oftentimes, smart advisors use less than superior tools to do their darndest to serve their clients and in the meantime have lost human connection. It is time to alter our expectations of financial advisors. We primarily need to expect them to act in human, not machine ways, and in doing so more than earn their fee. What are the human things great advisors do? 1. They pay attention. No computer can look a client in the eye and let them know that their most…

  • ThinkAdvisor April 18, 2018 RIA Kestra Private Wealth says it has added a group with two advisors from Merrill Lynch: True Alpha Wealth Management of Sandusky, Ohio, is led by Brian C. Duttera and Elizabeth Skrinak, CFP. Duttera was with Merrill Lynch for the past 30 years, while Skrinak worked for the wirehouse for the past 13 years. “We chose Kestra PWS because of its easily adaptable platform, cutting-edge technological capabilities, integrated CRM tools and most importantly – the team’s commitment to helping us serve our clients and grow our business,” said Duttera, in a statement. “We’re thrilled, energized, and very happy with the…



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