Howard Strauber

Financial Professional with over 30 years experience in the financial field, encompassing financial advising, business development and brokerage/trading.

[Howard Strauber @HowardStrauber]

https://t.co/T06ltEPxyC

[Tony Vidler, ChFC 🇺🇦✡︎ @TonyVidler]

How Family Offices Can Take a Practical Approach to AI https://t.co/JGeVJi4RCb

[Tony Vidler, ChFC 🇺🇦✡︎ @TonyVidler]

RT @HowardStrauber
Who are your most valuable clients? https://t.co/QoLtMH5FIy

[Tony Vidler, ChFC 🇺🇦✡︎ @TonyVidler]

Why a Great Strategy Isn't Enough | Insurance Thought Leadership https://t.co/EEBzPWuLdK

[Tony Vidler, ChFC 🇺🇦✡︎ @TonyVidler]

The Email Marketing Playbook for Financial Firms: The System That Converts https://t.co/yX5l4mhjJ2

[Tony Vidler, ChFC 🇺🇦✡︎ @TonyVidler]

AI is making everyone's ideas the same. Here's how to stay creative https://t.co/fgv6vceH7H

[Howard Strauber @HowardStrauber]

@TonyVidler @authentic_crm Tony vidler thank you for your recognition Howard Strauber ///

[Tony Vidler, ChFC 🇺🇦✡︎ @TonyVidler]

tks for the RT's & mentions @HowardStrauber @authentic_crm

[Tony Vidler, ChFC 🇺🇦✡︎ @TonyVidler]

Value Extraction vs Value Creation https://t.co/nf6pDifvlO

[Tony Vidler, ChFC 🇺🇦✡︎ @TonyVidler]

MT @eMoneyAdvisor
Traditional discovery processes are great at gathering information, but they don't always help clients determine what matters most.

That's where goals-based planning, supported by modern planning technology, can make a difference. https://t.co/uVmBVUoRrU

[Tony Vidler, ChFC 🇺🇦✡︎ @TonyVidler]

Your Clients Don’t Want a Market Update. They Want to Know You. https://t.co/uq8TPhaMBL

[Tony Vidler, ChFC 🇺🇦✡︎ @TonyVidler]

MT @MichaelKitces
We asked whether firms follow any of 8 specific practices to fully realize the value of their technology investments.
Many firms assume that buying the software is enough to make them more efficient.
We look at this in greater detail https://t.co/aYk3GT2ZUf

[Tony Vidler, ChFC 🇺🇦✡︎ @TonyVidler]

Why Advisors Must Verify Real Access to Private Deals https://t.co/qnQZEyCZkj

[Tony Vidler, ChFC 🇺🇦✡︎ @TonyVidler]

Elder fraud losses hit $3B as investment scams surge 42%, FTC says https://t.co/j2yxluW9dd

[Tony Vidler, ChFC 🇺🇦✡︎ @TonyVidler]

Advisor optimism on organic growth clashes with reality: SEI https://t.co/tN1ub40nf9

[Tony Vidler, ChFC 🇺🇦✡︎ @TonyVidler]

Adviser Marketing: Personalise or Perish https://t.co/guGf1xmEEj from @TonyVidler

[Tony Vidler, ChFC 🇺🇦✡︎ @TonyVidler]

MT @PaladinDM
A successful client transition doesn't automatically translate into new business.
While retaining clients during an acquisition or succession is an important milestone, generating new leads & attracting prospects requires a different strategy
https://t.co/ADfwg99fid

[Tony Vidler, ChFC 🇺🇦✡︎ @TonyVidler]

US wealth management in 2035: A transformative decade begins https://t.co/lfQeNIzWvq

[Tony Vidler, ChFC 🇺🇦✡︎ @TonyVidler]

How to have a more “evolved” longevity conversation https://t.co/iXUHnvqFy4

[Tony Vidler, ChFC 🇺🇦✡︎ @TonyVidler]

Americans are living longer. Advisors say retirement planning hasn't caught up https://t.co/ICpJMQ25ON

[Howard Strauber @HowardStrauber]

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