The last year and the global pandemic have taught us that businesses and employees alike need to be able to accept and manage change. Heraclitus, an Ancient Greek philosopher, said it best when he stated, “The only constant in life is change.”
2 min read
Adaptability and Agility
By Customers Bank on 10/1/21 4:26 PM
Topics: Practice Management Leaders Potential Partners for Advisors
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.