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Speaking the Language of Trust: Why Advisors Should Take Notes from Doctors

When you sit down in a doctor’s office, you don’t expect a barrage of complicated medical terms you can’t understand. Instead, doctors ask questions,...

The Art of Money Management: Building Financial Security and Freedom

Money touches almost every part of our lives our choices, our security, and even our peace of mind. Yet, for many people, money management...

AI Needs Human Insight to Deliver Results. Here’s Why.

Artificial intelligence has quickly become the business headline of the decade, and in regard to every aspect of the business, leaders are asking: how...

Will cannabis banking risk remain after federal recognition?

As I speak with bankers across the country who are considering launching cannabis banking programs, I am often asked about BSA/AML risk. Specifically, bankers...

Why FinTechs should be concerned about banking regulations

Fintech companies have seen tremendous growth in recent years. However, with this growth, there has come increased scrutiny and eyes on these companies from...

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