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Summary: When it comes to strategy, efficiency and productivity are very different. At a time when so many companies are starved for growth, senior leaders must bring a productivity mindset to their business and remove organizational obstacles to workforce productivity.
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Summary: Registered investment advisers are under increased pressure to grow their business and deepen client relationships, which forces them to sell their full spectrum of services to as many clients as possible. Thus, RIAs have become masters of the cross-sell.
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Summary: Greg has been a financial adviser for 22 years, and he’s a good one. He has an established, but still growing, book of business. He appreciates automation — his clients love the new client portal his firm rolled out a few years ago, his portfolio rebalancing workflow is mostly automated, and fully paperless account opening and asset transfers are right around the corner.
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Summary: How and when advisors communicate with clients is constantly changing. The days of traditional emails and memos are numbered. Gone are the days when face-to-face meetings were the best way to stay in touch. Today, people require instant communication and texting has found its way to the forefront of human interaction—particularly in business. Now, we’re all digital all the time.
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Summary: In the past year, cybersecurity has truly broken through and become not just a boardroom issue but also a dinner table topic. From ransomware attacks to election tampering, we have been fed a steady diet of explosive front page stories that have shaken the public's sense of online security.
