Lori ThielinWEALTHAWKImagine a world in which you want to find and buy a home, but there is no Zillow, RedFin, Realtor.coTo find a home for sale, you constantly network with your friends to see if they know anyone interested in selling their homes. Or you…Apr 2Apr 2
Lori ThielinWEALTHAWKYour Value is Client Service not ResearchThe Financial Planning Association says that to become a successful financial advisor you should spend an average of 60 percent of your…Nov 7, 2023Nov 7, 2023
Lori ThielinWEALTHAWKWe bring the AI. You bring the humanityThere’s some hand wringing around AI replacing us, so let’s explore.Oct 7, 2023Oct 7, 2023
Lori ThielinWEALTHAWKWe Now Provide Solutions as a ServiceBy popular request WEALTHAWK now offers creative insights for financial advisorsSep 29, 2023Sep 29, 2023
Lori ThielinWEALTHAWKProspect development a priority for the only modern custodian built exclusively for RIAsAltruist CEO Jason Wenk shared his time Thursday at a hosted office hours that morning and an AMA Reddit that afternoon, updating us on the…Sep 26, 2023Sep 26, 2023
Lori ThielinWEALTHAWKAre you a Trusted Advisor?Trusted advisors are more likely to be satisfied with their jobs and feel a sense of purpose in their work, according to a study by the…Sep 19, 2023Sep 19, 2023
Lori ThielinWEALTHAWKDrifting on Currents is Fun. Generating Currents is Better!By now you’ve heard about and probably tried generative AI and chatbots like ChatGPT and Bard, which are soaring in popularity. Businesses…Sep 7, 2023Sep 7, 2023
Lori ThielinWEALTHAWKWhat (Not Who) You KnowThat old cliche “It’s not what you know, it’s who you know” exists for a reason: it’s often true. Despite the idea that America is a…Aug 22, 2023Aug 22, 2023
Lori ThielinWEALTHAWKYour Ideal ProspectIdentifying the ideal prospect is particularly difficult for financial advisors — and not just because it’s a tedious task. McKinsey says…Aug 11, 2023Aug 11, 2023
Lori ThielinWEALTHAWKHelping Prospects Navigate their Bank’s FailureOur customers love WEALTHAWK’s core services and have come to trust us so much that they now request more sophisticated solutions to their…Aug 4, 2023Aug 4, 2023