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We Will All Be Cyberattacked, Ex-FBI Cybercrime Agent Says

Added on September 2016 in Manage Your Practice
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Summary: The odds of a person eventually suffering a cyberattack are “pretty much 100% at this point,” according to Bill Slattery, a former FBI special agent in the cyber division who now investigates cybercrime for Facebook.

Kitces: Can advisers operate like Uber?

Added on September 2016 in Manage Your Practice
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Summary: In the span of barely 10 years, some of the world’s largest companies have sprouted seemingly out of nowhere, dominating industries whose incumbents have been around for decades, despite the upstarts not actually producing any goods or services. The key driver that makes the platforms so extraordinary: network effects, or the phenomenon that the more people use the platform, the more desirable of a marketplace it is for other people to use.

The Most Important Question for Your Advisory Business

Added on September 2016 in Manage Your Practice
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Summary: Last week while speaking in Atlanta to 120 advisors, swimming trials were being held, and many asked me what makes the split-second differences – is it a particular training exercise, diet, or rest? What separates those who will go on to make history from the other competitors? What’s the one thing that matters most?

Are you a salesperson or a professional planner?

Added on September 2016 in Manage Your Practice
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Summary: Earlier this year, I wrote a column titled “You Might Be a Salesperson If…” in which I described some traits of planners whose primary activity is sales, rather than advice. I was surprised by the vehemence of the emails and online responses from people who first self-characterized as salespeople based on what I wrote, and then objected to my depiction of them.

VOICES Fintech is at its prime and advisers need it to remain competitive

Added on September 2016 in Manage Your Practice
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Summary: While it’s clear that technology for personal finance has shifted in ways we couldn’t have predicted three decades ago, the foundation of success in our industry relies on one thing, and it’s old-school: solid financial planning.: While it’s clear that technology for personal finance has shifted in ways we couldn’t have predicted three decades ago, the foundation of success in our industry relies on one thing, and it’s old-school: solid financial planning.

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