Chalice Financial Network The Holy Grail for Wealth Advisors


16th Annual T3 Tech Conference in Texas Provides Launchpad for Multiple Fintech Announcements
Now in its 16th year, the T3 Technology Tools for Today Conference has become the leading practice management and technology conference for independent and hybrid financial advisors. Produced by FinTech expert, Joel Bruckenstein and friends on an annual basis, advisors who participated at the Denton (Dallas), Texas Convention Center (January 29 – February 1, 2019) were privy to timely information and insights on how to build a more efficient and profitable business. Read More…

Chalice Offering End-To-End Business Services, Solutions For Advisors
Independent advisors need support as a small business, as well as support for their financial advisory practice, according to Chalice Financial Network.

That’s the reasoning behind Chalice, a membership organization based in San Diego. It is launching a new service, the Chalice Advisor Exchange platform, that will offer both at discounted rates, said Keith Gregg, co-founder, chairman and CEO of Chalice. Read More…

2019 Predictions for Trends in Wealthtech From the Experts
“We see a movement towards the great unbundling of technology solutions, and more a la carte choices and pricing. API connectivity is becoming common place, and access to digital marketplaces – are the go to shopping place for Independent Wealth Advisors,” says Keith Gregg, Chairman and CEO of Chalice.

How to Outsource Business Tasks without Losing Control of Your Business
It is well documented that many sales representatives (download required) spend less than 40% of their time on actual sales-related activities and that the average entrepreneur spends just 32% of their time working on vital business functions, like long-term strategic planning. Taking these steps will help you regain control of your life and peace of mind without breaking the bank.

#FintechSavvy – Meet Christopher Giles of Chalice Wealth Partners
This week we’d like to introduce you to Christopher Giles of Chalice Wealth Partners, a technology driven financial services company formed to create a cloud-based, best in class advisor services platform delivering a fully integrated suite of products, services, and support critical to running, growing, and managing an advisors’ (member) wealth management business under software-as-a-service (SaaS) membership model through our FinTech platform. Read More…