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Financial Services Is Industry Most at Risk for a Mega-Cyberattack: AIG Survey

Added on May 2017 in Manage Your Practice
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Summary: In the nightmare scenario of a corporate cyberattack, the victim is not just one bank or power supply company but many attacked at the same time, and it could happen as early as this year, according to a new study from AIG.

Be a LinkedIn pro with these 9 tips

Added on May 2017 in Manage Your Practice
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Summary: Social media is important, but it shouldn't take up all your time. Today, let's focus on nine tips to make your LinkedIn presence the best it can be.

The 10 most significant FINRA and SEC exam priorities

Added on May 2017 in Manage Your Practice
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Summary: [SLIDESHOW] Advisers need not wait for a warning call from OCIE to prepare their firms for an examination — regulators have already offered a hint about their enforcement priorities.

Fragmented Software is Killing Business Productivity: 4 Ways to Fix it

Added on May 2017 in Manage Your Practice
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Summary: In the enterprise landscape, digital literacy is not just about tool competence, but about how well users apply their knowledge to make decisions, cultivate relationships, build a reputation, and mobilize colleagues, teams, communities, and networks. For decades, organizations have deployed productivity, communication, search, and collaboration platforms to improve staff and business efficiency. 

Managing client expectations is a big part of an advisers' job

Added on May 2017 in Manage Your Practice
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Summary: In recent surveys reporting the challenges faced by advisers, managing expectations and servicing and attracting new clients lead the list. Having talked in this column about the ways advisers hold themselves back when it comes to attracting new clients, it's time to tackle the issue of expectations.

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