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Voices Should RIAs buy cybersecurity insurance?

Added on March 2019 in Manage Your Practice
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Summary: As the head of a cybersecurity management firm, I have built an entire business around protecting RIA technology systems and their data. My livelihood depends on getting cybersecurity right for my own firm and for my clients. A breach of any sort could be catastrophic to my business.

Seven Simple Steps to Help You Achieve Your 2019 Goals

Added on March 2019 in Manage Your Practice
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Summary: There’s an old saying: “People who don’t have goals will find themselves working for people who do.” And most financial advisors have goals. However not every financial advisor achieves his or her goals. 

Michael Kitces' #FASuccess Podcast: Dennis Moseley-Williams on What Makes a Great Client Experience

Added on March 2019 in Manage Your Practice
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Summary: [Podcast] My guest on today’s podcast is Dennis Moseley-Williams. Dennis is the founder of DMW Strategic Consulting, a boutique consulting firm that works with financial advisors in how to design and deliver a great client experience.

Three Facebook Retargeting Strategies for Financial Advisors

Added on February 2019 in Manage Your Practice
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Summary: Finding prospects on social media can feel like searching for a needle in a haystack. After all, there are 2.27 billion monthly active Facebook users. So, how do you start narrowing your audience to people who actually may have an interest in your services?

Ensemble or Solo Practice? How it Impacts Technology Solutions

Added on February 2019 in Manage Your Practice
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Summary: Much thought and effort goes into the overall operational structure of a good advisory firm. Common terms used in our profession include, do you operate as a solo advisor practice (silo type operating structure) or an ensemble advisor practice (team-based operating structure). When you think about these terms, how does it influence the approach to managing your technology solutions? The answer for a number of firms really depends on the specific technology solution involved, regardless of the operational structure of the firm.

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