0 visitor like this article | Viewed 2535 times | 0 comment
Summary: Back office IT security is an unsung modern-day hero. When things go right, it runs in the background, practically invisible. But, when something goes wrong, the failure could result in irreparable damage to the firm’s reputation, legal and enforcement costs and potential loss of clients.
0 visitor like this article | Viewed 2753 times | 0 comment
Summary: To hear Carol Craigie and Catalina Franco-Cicero describe their business model, you'd think they were running some kind of physical fitness center rather than a financial planning shop.
1 visitor like this article | Viewed 2726 times | 0 comment
Summary: You already know how dangerous for your business not using LinkedIn could be, don’t you? With more than 5 million affluent investors on the network, Financial Advisors cannot afford to overlook using it as a networking and prospecting tool.
0 visitor like this article | Viewed 2529 times | 0 comment
Summary: We’re rapidly approaching the end of the year and you’re all starting to realize you still have a great deal of work to be done! But, let me ask you: Does all of it have to be done?
0 visitor like this article | Viewed 2585 times | 0 comment
Summary: Technology can sometimes be as much an encumbrance to a firm as it can be an asset. An implementation can take more hours than expected, a software update can break a process that had been working seamlessly, or a webinar audio can drop during the most important section of a presentation.
