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Summary: How often do you think about your technology tools before you take off on a vacation? When you are traveling domestically, you might not think about it at all. However, when you are traveling internationally, you should plan for how you will stay connected during the trip. Not only are there best practices for you to consider, but you could also save some money if you plan carefully. This list isn't just for advisors; you can share these ideas with your clients, too.
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Summary: Over the past week, we’ve been talking about time mastery. How to go from being a slave to time to getting more done in less time.
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Summary: A new white paper entitled “Crossroads,” produced by Pershing Advisor Solutions, where I am CEO, and constructed by The Ensemble Practice, reveals the pivotal decisions at each phase of the advisory firm lifecycle. The journey from practice to business passes through several important waypoints. At these junctures, firm owners face key questions such as:
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Summary: Over the last several years the advisory industry has trended away from valuing financial expertise in order to put the emphasis on the relational or human side of investing. This makes sense but we have moved too far in the opposite direction. It’s in everyone’s best interest to start valuing the expertise it takes to craft a well-allocated portfolio and to ensure that portfolio is keeping up with client goals and market movements.
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Summary: In an increasingly competitive job market, firms that link internship programs into their recruitment strategy are well-positioned to compete for the best talent graduating from universities and colleges.
