If you ever get a chance to visit Arlington National Cemetery or any of the war cemeteries in Europe, we highly recommend it. Very moving experience seeing the scope of the sacrifice. Thank you soldiers.
Happy Memorial Day
The quote to note: "As wholesale becomes less and less important and as more investment products become commoditized, distribution is king.” #wealthmanagement #assetmanagement #fintech #everyoneiseverything
When communicating with any type of #financial client, whether #investor, plan participant or policy holder, know their financial literacy. It's likely lower than you think, even for #HNW. #compliance needs to acknowledge it too.
As #financial #marketers, we track all sorts of client contact points. We want to say kudos to United Income from Capital One for the msg they sent to clients about coronavirus. It's the hand-holding that #investors need and may not be getting from their #roboadvisors. #fintech