Lincoln Ross

Lincoln Ross
Displaying 2 results
How advisors can use technology to seize their opportunity with Gen Z
NEWS OPINION FEB 17, 2023
How advisors can use technology to seize their opportunity with Gen Z

It's vital for advisors to develop relationships with the next generation of investors and carve out a niche for their business.

A 3-phase approach to making social media work for you
YOUR PRACTICE FINTECH MAY 11, 2015
A 3-phase approach to making social media work for you

Diving into social media without the right strategy could do you more harm than good.