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Summary: The experience that financial advice clients expect today has evolved, and firms that don't have speedy service are going to get rolled over, said Alex Murguia, managing principal of McLean Asset Management in McLean, Va. He is also a board member of inStream Solutions, a financial planning system. What's even more surprising is the role Mr. Murguia sees technology playing for future advisers — and it has nothing to do with robo-advice.
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Summary: Some of the best opportunities for a company to improve its value lie hidden in plain view. Again and again in our strategy work for professional services firms we encounter a common set of problems that weaken profits and rob firms of their competitive advantage. But these problems, if solved, can become powerful opportunities. Fixing these problems can create strategic advantage and improve a firm’s long-term performance and value.
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Summary: This time we hear from Bobby Feldman, a Pittsburgh, Pa.-based partner and financial advisor with Snowden Lane Partners, an independent wealth advisory firm with offices across the country. He describes how much he’s learned about clients by letting them do the talking.
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Summary: Everybody’s talking about cybercrime, and the hacks and thefts at giant organizations. In all likelihood, you know someone who’s been affected by hacks at a major retailer, for instance. As an independent financial advisor, you may think you’re too small a fish to be a target. But that is far from the case: According to the 2016 Internet Security Threat Report, Symantec’s annual analysis of cybercrime, attacks against small businesses are rising rapidly, with 43% of attacks targeted at small firms [defined as fewer than 250 employees] in 2015.
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Summary: How do you spend your time to make your firm successful and you happy (two of your bigger rocks)? If you are in a young firm, your time management is essential to your success. You must build that book of business. You must find clients. If you don’t, the business will not last. The stakes are high.
