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Summary: For wealth management firms a data breach doesn’t just risk potential monetary loss, according to Cunningham, CIO and chief information security officer of cybersecurity tech provider Docupace Technologies. The reputational damage from a cyberbreach is often too much for an advice practice to recover from, he writes.
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Summary: Financial advisers award LinkedIn's Pro-Finder service a poor grade so far in terms of helping them identify worthy prospects who have become clients. But they're not giving up hope on the business development tool.
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Summary: Iwish I could give you THE magic referral formula that works across all business and revenue models. There isn’t one. Instead, you get to decide how valuable referrals—client and non-client—are to your current and future business and build your own acid test.
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Summary: Long-distance cycling has delivered many lessons that have contributed to me helping FAs run better businesses and live better lives.
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Summary: Goals that motivate, which are the only true goals, require a certain mindset. They must be both significant and have a heart and soul commitment. This requires a person to take the risk of failing at achieving something that’s very important to them. For a lot of people, this is extremely uncomfortable. As a result, if they do set goals, they are fairly easy to attain; there’s no real buy-in, and little, if anything changes.
