New tech tools of the financial trade By Lou Schachter | December 15, 2017 Why the companies and advisors who learn to leverage technology will enjoy a competitive advantage over the market for years to come.
Turbulent skies: 5 ways to help customers facing significant change By Rich Cheatham and Lou Shachter, BTS | November 15, 2017 When customers are facing significant change, they tend to buckle up and stay put. Here’s how to help them get up and move toward a buying decision amid the turbulence.
