by Christopher Norton | Jun 16, 2023 | Christopher, Manish, Podcasts
Envestnet to roll out RIA custody, Riskalyze rebrands as Nitrogen, three Joe Duran acolytes start “not United Capital 2.0,” and...
by Christopher Norton | Jun 15, 2023 | Advisors
It’s December 2019, The Conquer Risk Podcast is in its first season, and we decide to produce the episode “Gear Up” to show off how we make the show. (If you want to up our view count from thirty, please go watch.) Here’s the thing: we don’t use any of what we...
by Christopher Norton | May 11, 2023 | Advisors, Christopher
If you were at the Jolt! marketing conference, on social media, or in any way plugged into the wider wealth tech industry in the past two weeks, you’d have been hard-pressed to escape the word “rebrand.” It’s been a hot topic of discussion (debate), and for good...
by Christopher Norton | Apr 20, 2023 | Advisors, Christopher
We recently published a blog about the value of ChatGPT for Financial Advisors and, like most AI tech these days, the technology is evolving faster than anyone can write about it. (Have you seen our AI art inspired LinkedIn Ads?) While I hope you found what we’ve...
by Christopher Norton | Mar 16, 2023 | Advisors, Christopher
Almost a year ago to this day, I wrote a piece about marketing at Potomac that we eventually called, “Shifting Gears.” It was less a sit-down-thoughtful-moment, and more a stream of consciousness spewed on Twitter one night when my frustration with the world had...
