M1 Finance Closes $45M Series C Round

Banking and investing platform M1 Finance closed a capital injection of $45 million in a Series C funding round led by Left Lane Capital, according to an announcement. Left Lane led another funding round for the company in June, which amounted to another $33 million, bringing the total raised by the company to just under […]

What Happens to Your Clients if the Affordable Care Act Goes Down?

Millions of Americans found themselves out of work and without health insurance during the Great Recession of 2008, and the problem was especially acute for older people who had not yet reached the safe harbor age of 65, when Medicare eligibility begins. The best advice I was able to offer back then in articles and […]

The World’s 50 Most Influential CMOs in 2020

Phil Schiller of Apple was the most influential chief marketing officer (CMO) in the world this year, according to recent research from Forbes, Sprinklr, and LinkedIn. The ranking was based on three criteria: brand performance as measured by an analysis of social media shares, likes, retweets, and comments; personal influence as measured by an analysis […]

fpPathfinder & Wealthbox Integrate Financial Planning Checklists

Financial planning checklist and flowchart provider fpPathfinder is integrating with Wealthbox, a CRM software developer, to provide advisors using both services with financial planning checklists within Wealthbox CRM. fpPathfinder co-founder Michael Lecours made the announcement on Tuesday at the XY Planning Network’s XYPN Live(ish) national conference. The integration allows advisors to save flowchart notes directly […]

Working Remotely: Email & IM Aren’t Enough

Although the pandemic has radically changed the way we work, many of us are still relying on the same old digital tools to connect with each other. As we move into the next stage of the pandemic, it’s time to take a hard look at how your organization can enhance communication and collaboration now that […]

Top Tech Tips for Financial Services Teams Working Remotely

Now that millions of people are working from home, many are suddenly faced with new challenges that impact all aspects of our work and personal life. So, how do we move forward productively? Join this webinar, “Top Tech Tips for Finance Services Teams Working Remotely” (no IT degree required!) to learn how to stay effective no […]

The Importance of Mindset for Entrepreneurial Success

I’ve been an online entrepreneur for a little over fifteen years now. I’ve dabbled in a number of online ventures and I have seen many online business opportunities come and go. A lot has changed; including all of the technical aspects you need in place all the way through to how an online business can […]

Solve Business Conflicts: Win-Win Agreements

All organizations have conflicts—both within themselves and with other companies—and those conflicts have a variety of origins: different values and beliefs, emotional unrest, perception of limited resources, and diverging goals, among others. Internal conflicts involve areas within the same company (e.g., between Marketing and Finance), whereas external conflicts occur between an organization and its external […]