What does Support look like?

Continuing on our journey through Customer Service, we now move from the section on questions to wrestle through, over to the undergirding philosophy. I love this part. Aristotle, brilliant Greek philosopher from the 4th century B.C.Support will look like someone who is willing to lead, willing to bear the good and bad news, but ultimately whoContinue reading "What does Support look like?"

Why Do We Think We Can Teach About Support?

We are revolutionizing Support within FinTech. Our goal is not merely to build an outstanding product that truly serves advisors and their clients, but to serve by identifying and demonstrating true excellence in an area historically overwhelmed and under-resourced. I get joy of reading many messages of raving fans of ours. I don’t say thatContinue reading "Why Do We Think We Can Teach About Support?"

Why Am I Invested in Support? Why Am I in Support for the Long Haul?

I believe in a better world. I believe in helping people, whether that’s to maximize their potential (e.g., personal trainer) or as a healing process (e.g., therapy). We live in community and need each other. I need help and you need help. That’s why I love being in Support: to help and be helped byContinue reading "Why Am I Invested in Support? Why Am I in Support for the Long Haul?"

What is Support to You and Me?

In the briefest manner, support exists to help others find the path they need to take for the journey. Put in a more literal sense: achieve results they need. It is to help customers utilize the system for their desired outcome. But what happens when someone is looking for the wrong thing? I reckon it’sContinue reading "What is Support to You and Me?"

Questions to Wrestle With: Why This?

I am writing honestly and candidly about serving the FinTech (Financial Technology) community so they can be better at serving their clients — be the hero to their client. I want to educate advisors on educating their clients. While that sentence is ripe for being interpreted as arrogant, I look at this topic with sincere humility knowingContinue reading "Questions to Wrestle With: Why This?"