John Mackowiak

Chief Business Development Officer

John Mackowiak is chief business development officer at Advyzon, a cloud-based platform that combines portfolio management, customizable performance reporting, trading and rebalancing, client web portals, client relationship management (CRM), client billing, and document storage.

John leads the sales and service effort and contributes to development of the Advyzon platform. Prior to working at Advyzon, he spent 12 years at Morningstar, most recently as product manager for Morningstar Office.

Technology

6 questions to ask a tech provider before you sign a contract

Raise these queries to uncover potential sticking points before your advisory firm signs on the dotted line.

By John Mackowiak

August 7
Practice and client management

Dodging ghosts, wooing zombies: A 'dating' guide to converting prospects

Cool pitch decks and buzzy phrases alone won't get you there, but letting prospective clients see who you really are might.

By John Mackowiak

August 24
Practice and client management

Client testimonials: An advisor’s guide to new SEC rules

There are decisions to be made ahead of final guidance to be released by the commission later this year.

By John Mackowiak

March 6