Articles by Dan Pappas

About the author:

Dan Pappas

Business development representative

As a recent graduate of the Milwaukee School of Engineering, Dan likes to bring his technical background into understanding the FinTech industry. Paired with a desire to help others, he is working to make sure everyone has a chance to succeed in what they are doing.

Revenue vs AUM: Rethinking how to charge your clients

Many advisors struggle to find prospects and qualify individuals that would be a good fit for the advising they offer. As it turns out, many advisors may be imposing too many restrictions on themselves without even realizing on what they are missing out.

Read More

The importance of planning ahead

Many people will tell you that it is important to always be planning ahead in life. This applies to many aspects of life, but it really just boils down to being prepared for whatever may come next.

Read More