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A New Customer Experience Model in Financial Services

By autor-logo February 1, 2019

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

Click here to listen.

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Making Financial Advice Human

ByTrilogy FinancialApril 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, Read more...
Is This Your First Tax Season as Newlyweds? Here’s How to Get Through It Like Pros

ByTrilogy FinancialApril 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 Read more...
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