Devin Partida

However, they will need to overcome obstacles to enhance the overall customer experience. #CX #advisors

Amid rising costs of living and unstable interest rates, navigating the complexities of debt management can be overwhelming. #debt #advisors

Here are some strategies to identify potential partners and how to establish mutually beneficial alliances. #growth

Skeptical about the prudence of putting their money behind ESG causes. Here are some ways you can help skeptics see the value of these investments. #ESG

This technology is powerful, it won’t be effective without you. How can you achieve synergy between you and your generative model? #AI #advisors

Helping clients accomplish this goal comes down to understanding the options available based on their unique requirements. #CRE

How can you evaluate your investment opportunities to determine their feasibility? #investing #strategy

While factors like market uncertainty and volatility may be more obvious considerations, counterparty risk deserves attention, too. #active

Incorporating real estate into an overall investment strategy requires careful planning. Here are the elements to consider. #NCRetirementCenter

Attracting these customers can be difficult, as all your competitors also recognize their value. Here are five strategies to employ #growth #advisors

Position to help clients identify risks, assess their potential impacts and explore the most effective and appropriate mitigation strategies. #advisors

How can AI help prevent fraud and protect consumers, banks and credit card companies? #AI #finance #security

There are countless applications for chatbots and conversational AI in finance, including several benefits for investment decision-making

Aging generations are leaving more to their heirs, meaning managing inheritance investments effectively is more critical than ever. #inheritance

Financial freedom is about accumulations over a journey, not a destination with a single stop. #finance #investing