Our Core Values

We believe that when great people set out to do great work, the opportunities are endless. Check out the core values that serve as building blocks for our organization: Finworx Core Values SlideShare from...

What We’re Reading

Great financial advisors are typically intellectually curious, lifetime learners. By reading about new subjects that are applicable to the financial world, they broaden their perspective and gain new insights into how to best serve clients. With this post, we'd...

Thinking Like a Human: Hindsight Bias

Was the 2008 financial crisis predictable? What was your stance on the Fed’s quantitative easing in 2010? Some of the top experts in finance won’t answer these questions honestly, and we think it’s due to a common behavioral bias. Listen to Managing Director Miranda...

6 Ways Digital Can Make You a Better Advisor

This article often refers to “digital” as a noun to encompass all things digital: digital channels, digital strategy, digital communication, etc. While “digital” traditionally serves as an adjective, please accept our usage in the conversational context of the post....

How To Become Your Clients’ First Call

We all like to think we are present in our client’s mind because, well, we’re awesome. But the reality is, humans are busy, fairly self-focused, and highly unlikely to think about a brand or service until the very moment we need it. That is, unless the brand or...

Different Types of Advisor-Client Messaging

The Value of Using Different Content Types to Communicate With Clients: Content Variation Part 2 If you’ve read part 1 of our thoughts on content variation, Specialize Your Client Service in a Standardized World, you likely understand the value of altering content to...

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