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info@amaxxagroup.com The financial advisory industry is on the brink of a significant transformation, driven by the rapid advancements in artificial intelligence (AI). As AI continues…
Articles
24 Aug, 2024
|Written by David L. Zimmerman, MSc, CPC
Will There Be a Tectonic Shift for Financial Advisors’ Compensation?
29 Jul, 2024
|Written by David L. Zimmerman, MSc, CPC and Scott Stathis
A Better Client Experience Goes Beyond One Wealth: Part 2
In part one of this article, we explored the strategic imperative for financial institutions to enhance the client experience through the "One Wealth" model.…
29 Jul, 2024
|Written by David L. Zimmerman, MSc, CPC
Comfort Zones Can Put Investors on Disastrous Paths
Editor’s note: This is Part 2 of a two-part series. Read Part 1 here. By offering expert insights, building trust and providing tailored strategies,…
16 Jul, 2024
|Written by David L. Zimmerman, MSc, CPC
Comfort Zones Can Put Investors on Disastrous Paths
Editor’s Note: This is Part 1 of a two-part series. When it comes to making investment decisions, many clients find themselves stuck in their comfort…
25 Jun, 2024
|Written by David L. Zimmerman, MSc, CPC
Adaptability Trumps Traditional Change Management
Adaptability is the key to effective change management, writes David Zimmerman, who offers a comprehensive guide through the process. Change management is often hailed…
6 May, 2024
|Written by David L. Zimmerman, MSc, CPC and Scott Stathis
A Better Client Experience Goes Beyond One Wealth: Part 1
The Allure of "One Wealth" and Its Underlying Rationale A concept dubbed "One Wealth" has gained traction among some firms and industry consultants in…
4 Mar, 2023
|Written by David L. Zimmerman, MSc, CPC
Empowering Customers: Why Banks and Credit Unions Should Prioritize Financial…
Financial literacy plays a crucial role in the lives of individuals, enabling them to make informed decisions about their finances and achieve long-term financial…