55ip is a financial technology company whose purpose is to break down barriers to financial progress. Financial advisors use 55ip’s tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ip’s intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients.
Episodes
Recent Posts
- 098 Medicarians – Improving Senior Health
- 097 Medicarians – Customer Creation
- 096 Medicarians – Future of Distribution
- 095 Better Serving Families in Need With Justin O’Keefe
- Hartford area business accelerators regain some momentum in new post-COVID landscape
- 094 Leading Corporate Innovation Post Pandemic with Paul Bailo
- 093 Innovation, ESG, & Urban Farming in Hartford
- Nassau to Host “State of the State – New Developments in CT’s Captive Industry”
- Limited Series 092: The Insurance Industry in 2030 with Barney School of Business and the South Carolina Dept. of Insurance
- Limited Series: 091 ESG Investing with Barney School of Business and Sage Advisory Services
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