A New Customer Experience Model in Financial Services

By the ceo forum group logo
February 1, 2019
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Radio host Jeff Motske CEO of Trilogy Financial shares the financial compatibility model changing the investing world.

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By Trilogy Financial
July 5, 2018

As a parent, it’s natural to want to help your children succeed. In fact, in a recent survey of parents, 37% of respondents said no investment goal is more important than saving for a child’s college education.

If you plan to pay for all of your child’s college expenses, you can expect to shell out tens of thousands of dollars for one year, according to the College Board’s 2017-2018 figures.

While it might feel good to give your child a head start in life, choosing to pay for their education might not be an easy choice for everyone.

“The decision to contribute to a child’s college education is a deeply nuanced and personal decision,” said Jeff Motske, a certified financial planner and the president of Trilogy Financial.

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By Trilogy Financial
April 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. “Ginger’s leadership, communications excellence and commitment to innovation aligns seamlessly with Trilogy’s core values,” said Jeff Motske, president and CEO of Trilogy Financial.

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