Radio host Jeff Motske CEO of Trilogy Financial shares the financial compatibility model changing the investing world.
Radio host Jeff Motske CEO of Trilogy Financial shares the financial compatibility model changing the investing world.
I’ve sat in those rooms, and you have too. You know the ones, where some war-weary veteran of the good old days of financial services talks about how they used to walk uphill both ways in a blizzard to every client meeting.
How the account application was as small as a postcard. How they didn’t even have calculators and surmised rates of return on the back of a napkin.
We are all told that a return to such days would be a good thing for clients and advisors alike and that all of this technology “stuff” is simply ruining a business that at its core is about helping people save for their future, not do calculus.
But those are not the only rooms.
...Fintech-related deals in the Denver metro and Boulder metro are booming. But can the area keep up with competition on both coasts?
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