April Fools’ Day
(2022)

by Christopher Norton | Apr 1, 2022 | Chase, Christopher, Dan, Jeff, Jen, Kaitlyn, Manish, Podcasts

In lieu of our usual April Fools’ Day silliness, we thought we would share some of our favorite unintended moments together as a...

Drinks Well with Operations (E5)
Oops We Did It Again

by Jennifer Burton | Feb 11, 2022 | Jen, Kaitlyn, Podcasts

Ops is back with another episode of Drinks Well with Operations to discuss our newly launched Union user...

Drinks Well with Operations (E4)
Pain Points

by Jennifer Burton | Dec 9, 2021 | Jen, Kaitlyn, Podcasts

Ops is back with another episode of Drinks Well with Operations to discuss the pain points we’ve been dealing with on a daily...

Operating Just Got a
Whole Lot Easier

by Kaitlyn Humphries | Nov 3, 2021 | Advisors, Investment Management, Kaitlyn

For anyone who works in operations at a financial advisory firm, they know the workload can be demanding. Countless tasks are completed daily, from acquiring new account paperwork and transferring assets to making calls to custodians and responding to emails—the list...

Book Club (E5)
Blend Out

by Christopher Norton | Oct 22, 2021 | Christopher, Kaitlyn, Podcasts

Lessons from Blend Out, the new marketing book for Financial Advisors from Snappy Kraken CEO, Robert...

Drinks Well with Operations (E3)
A Day in the Life

by Jennifer Burton | Oct 12, 2021 | Jen, Kaitlyn, Podcasts

In our third outing on the Drinks Well podcast, our Operations team breaks down their typical workday. We discuss the creation of intentional overlap as we provide service across the country and where there is separation of...