As I said in an earlier post: when you sell to advisors, you have to be authentic to your own product. If you’re not, you’ll eventually be exposed as a fake. It’s inevitable. Still, people keep trying to fake it anyway. Think of all the vendors who position themselves as “partners” or brag about their…

Read More

I know, I know. Your integrations are real. Not like those other guys. You integrate with more vendors, or you have more APIs, or you’re the one who’s really seamless. Tough love moment: Integration isn’t a differentiator anymore. It’s just a buzzword. Jargon. In the past few years, media fatigue has completely drained the word of…

Read More

At FiComm, we attend conferences with a certain passion that can only be explained by our fangirl/fanboy like view of the independent wealth management community. We love the energy, the people, the networking, the content, and the access that we get at the conferences we choose to attend every year. But we often hear from…

Read More