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Summary: As technology progresses at a rapid pace, financial services firms are faced with a host of cyberthreats, including email hacking, outdated digital signature models and third-party vendor breaches.
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Summary: One of the biggest challenges we face as business consultants to advisory firms is when owner-advisors come back from an industry conference with one or two (or six) “new initiatives” that they heard a consultant or advisor talk about and which they want to implement “right away.” Based on our experiences over the past 15 years, we find that these “business ideas” typically fall into 3 categories:
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Summary: Our clients don’t want to have to rely on you for everything—they want information to make educated choices. And the way to engage them and other prospective clients is through content development and social media, found a recent study.
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Summary: LinkedIn, Twitter, Facebook and Instagram can be powerful business-generating tools for reaching out to new and existing clients alike, especially as using email blasts to send holiday greetings is a dinosaur method today. Navigating the wild sleigh ride that is social media can be a challenge, but you don’t have to do it unguided, as handy elves have put together the following list of holiday social media do’s and don’ts.
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Summary: Partnering up with other advisors can be exciting and lucrative, but when partnerships fall apart, everyone loses, former financial advisor Norb Vonnegut writes in the Wall Street Journal.
