Welcome to the 366th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Stevyn Guinnip. Stevyn is founder of Grow Wellthy, a health and wellness consulting firm based in Springfield, Missouri that specializes in working with busy – but not always healthy – financial advisors. What’s unique about Stevyn, though, is […]
Archives for 2024
Womens finances come under pressure as we enter 2024
Womens finances are coming more under pressure as the cost-of-living crisis has disproportionately impacted women’s finances and their ability to withstand the potential impacts of a recession. Over a third (36%) of women would not be able to afford their everyday expenses should the UK enter a recession, compared with just a quarter (26%) of […]
The (Very) Emerging Role Of AI In The Accounting Industry – Forbes
The (Very) Emerging Role Of AI In The Accounting Industry Forbes
The Latest In Financial #AdvisorTech (January 2024)
Welcome to the January 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that held-away asset management platform Pontera has raised […]