A New Customer Experience Model in Financial Services

By the ceo forum group logo
February 1, 2019
Share on:

Radio host Jeff Motske CEO of Trilogy Financial shares the financial compatibility model changing the investing world.

Click here to listen.

You may also like:

By Trilogy Financial
April 1, 2018

A financial expert breaks down how to get through tax season unscathed, including how to prep, when to file jointly and the best ways to optimize your refund.

’Tis the season—for taxes. Listen, we know shuffling through IRS forms and deciphering a new tax code is one of the least enticing ways to kick off newlywed life (especially if you just returned from your honeymoon and finally wrapped up thank-you notes). But if you haven’t already, it’s time to get down to business filing your first tax return as a married couple. Have questions? We have answers, thanks to Jeff Motske, president and CEO of Trilogy Financial and author of The Couple's Guide to Financial Compatibility. Here’s what first-time newlyweds need to know this tax season.

Click here to read the full story.

...
By Trilogy Financial
October 12, 2018

Fintech-related deals in the Denver metro and Boulder metro are booming. But can the area keep up with competition on both coasts?

Click here to read the full story.

...

Get Started on Your Financial Life Plan Today