Shifting
Gears

by Christopher Norton | Mar 17, 2022 | Advisors, Christopher

The following was originally posted on February 27th as a Twitter thread. These stream-of-conscience type threads can provide immediate perspective from our team, in an environment for constructive feedback. However, as we are trying to teach our CMO, some things do,...

Build in Public (E11)
Tone Deaf

by Christopher Norton | Mar 11, 2022 | Christopher, Martina, Podcasts

We decided to pivot on social media, putting a pause on the silly, ridiculous content that differentiates us from the rest of the...

Industry Gossip (E13)
Orion, Wealthfront, Research by Potomac, and more

by Manish Khatta | Feb 18, 2022 | Christopher, Manish, Podcasts

Noreen Beaman steps down, Potomac’s new toolkit for financial advisors, UBS to buy Wealthfront, AssetMark’s new marketing platform, and...

Industry Gossip (E12)
Facet Wealth, Skience, and more

by Manish Khatta | Jan 21, 2022 | Christopher, Manish, Podcasts

Facet Wealth secures $100 million, Skience and Incedo bring RIAs “one-stop-shop” solution, Advisers avoid vaccine mandates, and...

The OGs (E2)
Tiny Hands

by Manish Khatta | Jan 18, 2022 | Christopher, Jeff, Jen, Manish, Podcasts

The OGs sit down to discuss all we’ve accomplished in 2021, and more importantly, what each department has planned for the year...

Build in Public (E9)
Facebook and Paper Dolls

by Christopher Norton | Jan 13, 2022 | Christopher, Martina, Podcasts

We publicly moved on from Facebook, but we’ve recently had a change of heart. Oh, we also made paper dolls of...