The Latest News From AssetBook Check out our monthly advisor newsletter for all the latest updates from Assetbook. The May edition includes: 1) Exciting upcoming announcements 2) Our latest blog post from CEO Marwa Zakharia entitled “People, Not Pitches” 3) May Conference Recap 4) Upcoming Closures For more news from AssetBook and to read the…
People, Not Pitches Adapting Your Sales Technique to Work In Our Commoditized Economy Spoiler alert: This piece contains a strikingly unpopular opinion on sales in a service-based business. You might disagree with my claim at first, but I don’t think it will take long to change your mind. Perfecting the sales pitch is not the…
The Latest News From AssetBook Check out our monthly advisor newsletter for all the latest updates from Assetbook. The April edition includes: 1) Redtail integration update 2) Our latest blog post from CTO Miguel Zakharia entitled “If You Can’t Beat ‘Em, Buy ‘Em” 3) Where we’ll be in May For more news from AssetBook and…
If You Can’t Beat ‘Em, Buy ‘Em In case you missed the mega announcement this week – Orion is acquiring RedTail. So, congrats to our friends at RedTail! Although the news is a surprise, it’s not shocking. RedTail has been the CRM leader by any measurement for several years and we have always collaborated well…
The Latest News From AssetBook Check out our monthly advisor newsletter for all the latest updates from Assetbook. The March edition includes: 1) Information on our next FinTech Focus Hour webinar, featuring Bob Veres and Joel Bruckenstein 2) Our latest blog post from CEO Marwa Zakharia entitled “Next-Gen Wealth Holders: How Paradigms in Behavior Will…