Trilogy Financial

Advisor Building Own Field of Dreams

By Trilogy Financial
January 15, 2018
Share on:

Jeff Motske advocates a special kind of date with your spouse – “a financial date night” – to discuss the family’s finances…

Click here to read the full story.

You may also like:

By Forbes logo
February 11, 2019

When Jeff Bezos started Amazon — originally called Cadabra — he announced, “Our goal is to be earth’s most customer-centric company.” Today Jeff Bezos calls it “customer obsession.”

As I explored why customer focus is the primary driver of many of the world’s most successful companies, I was thinking about conversations I had over the past year with CEOs who through customer-centric models are leading their industries. What I found is the key to a world-class customer experience really starts with your own culture. Below are direct quotes from 10 CEOs whose companies are leaders of service in their industry.

Click here to read the full story.

...
By Trilogy Financial
July 2, 2018

It’s human nature to address challenges based on their most pervasive effects, rather than dissect their causes. Take the ongoing discussion about the need for diversity in wealth management as an example. Endless articles have been written about the need to have more women, more people of color and more age diversity in the industry. As one of the white males who too often exemplifies the status quo, I couldn’t agree more with the impulse: the future of financial advice must be more female, more ethnic and age diversified than it is today.

Click here to read the full story.

...

Get Started on Your Financial Life Plan Today