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Brian Haney, CLTC, CFS, CIS, CFSB, LACP, CAE

Brian Haney, CLTC, CFS, CIS, CFSB, LACP, CAE


Recent posts by Brian Haney, CLTC, CFS, CIS, CFSB, LACP, CAE

4 min read

FinTech: Not All That Glitters Is Gold

By Brian Haney, CLTC, CFS, CIS, CFSB, LACP, CAE on 5/13/21 10:21 AM

I’ve given dozens of talks on the need for financial professionals to navigate the digital landscape effectively, and invariably the conversations veer into the arena of “what’s the newest, best tech to help me grow?” As a self-avowed tech junky, I am always obliged to engage in this conversation, because it’s a lot of fun to talk technology.

Topics: Practice Management FinTech
4 min read

Not All that Glitters is Gold: Cool Tech Doesn't Make You a Better Professional, the Right Tech Does

By Brian Haney, CLTC, CFS, CIS, CFSB, LACP, CAE on 5/6/21 1:07 PM

I’ve given dozens of talks on the need for financial professionals to navigate the digital landscape effectively, and invariably the conversations veer into the arena of “what’s the newest, best tech to help me grow?” As a self-avowed tech junky, I am always obliged to engage in this conversation, because it’s a lot of fun to talk technology. However, what most people don’t realize is that I do so significant hesitancy because, I am acutely aware of one thing that, as an outside-the-box thinker with ADD, I have to fight my inner tendency to want newer, cooler, better. I admit it - I like blowing the whole thing up and finding a better way of doing it! If you’re at all like me, suppressing that tendency can be challenging, especially since there seem to be new awesome apps, platforms, and digital tools popping up every single day.

7 min read

Don't Be That Person. A Requiem to Bad LinkedIn Solicitations

By Brian Haney, CLTC, CFS, CIS, CFSB, LACP, CAE on 4/19/21 8:45 AM

Practicing good social media etiquette is critical in the digital economy

Raise your hand if you like getting solicited from random strangers. Strange, I don’t see anyone’s hand raised.

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