The hardest part of introducing a new opportunity to clients is starting the conversation in the first place. The wrong words can set you back, but the right words can unlock a world of opportunities for both parties. It helps to have a step-by-step gu…
Date: Thursday, July 18, 2019 Time: 2 pm ET | 11 am PT Pay equity discussions have seen a resurgence in recent years, as an influx in publicity is spurring attention and action. In turn, the pay equity legal landscape is evolving for in-hous…
As the insurance industry continues to undergo massive change, traditional product lines are being abandoned, the boundaries between others are blurring, and new players are emerging to disrupt the market. To succeed, you must know how to innovate…
Date: Thursday, July 11, 2019 Time: 2 p.m. ET |11 a.m. PT As the corporate legal department changes, GCs and in-house lawyers have an opportunity to work closer with CFOs and finance professionals to manage legal cost and risk in novel ways …
Simplify employee time tracking for the construction industry with an easy-to-use cloud solution that integrates with the top accounting, payroll, and HR systems used by the construction industry. No matter how simple or complex payroll or job costing …
Gunthers has been serving residential and commercial buildings in Utah for the last 106 years installing, repairing, and servicing heating and air conditioning systems. Gunthers used paper time cards and they didn’t have a way to know if…
What if, as a product owner in the travel and leisure industry you could design and implement your own travel insurance products? What if those products automatically paid out to your customers without them having to go through a claims proce…
Digitally native, millennials have high expectations for online experiences. They want personalised customer engagement with vendors with more than 83% feeling the experience a company provides is just as important as its products. Offering lik…
The RIA channel has been growing steadily for the past several years. More and more advisors are seizing the opportunity to create the future they imagine for themselves and their clients. Custodians and platform providers work together to help positio…
The freedom to design your own future doesn’t have to be a dream. Custodians and platform providers are ready to help advisors like you reach their full potential. As an independent Registered Investment Advisor (RIA), you can build your vision a…
