Blog Category: Client-Engagement-Strategies

The Future Of The Innovative Digital RIA Firm: Infrastructure Ownership & Retire Fast

By Allyson Brooks Benzinga Right now, it seems like everybody's trying to make a name for themselves in the fintech space. Not only is it extremely competitive, but ideas can be a bit redundant. Luckily, metro-Detroit based David Phillips, founder... Read More

Retirement Client-Engagement Strategies that Banks and Financial Institutions can't Ignore? Retire Fast.

Retirement Client-Customer Engagement Strategies that Banks and Financial Institutions can’t Ignore? Retire Fast. What is Retirement Client-Customer Engagement? “Retiretech”, Fintech, Banktech, Wealthtech and Insurtech Retirement... Read More