0 visitor like this article | Viewed 2924 times | 0 comment
Summary: Business strategists spend a lot of time understanding the target audience for their clients and making sure that the strategies are aligned fully with the clients’ goals so there’s no disconnect between marketing and reality. We all know how empty promises can backfire, so attention to your offering is critical. But once you are confident in your strategy and it’s time to go to market, you want the best possible marketing system for your firm.
0 visitor like this article | Viewed 3011 times | 0 comment
Summary: As an advisor, you deal with complexity on a day-to-day basis. You’re managing investments, financial plans, client emotions, team dynamics, administrative paperwork, compliance and more. You can’t remember everything. It’s just not possible.
0 visitor like this article | Viewed 3048 times | 0 comment
Summary: We have an interesting situation evolving at our advisory firm. We are about 40 people and just last year we finally hired someone in an HR role. She is in charge of some operations areas but her primary responsibility is supposed to be HR. She has two junior people working for her in support roles – they are mostly supposed to be ops/client service but they get involved in HR activities too.
0 visitor like this article | Viewed 2861 times | 0 comment
Summary: What would you say if I was to tell you that one of the greatest strengths of the human species is to “make things up?” And how another one of our unique attributes is in our ability to communicate the stuff we make up (fiction) to others?
0 visitor like this article | Viewed 2929 times | 0 comment
Summary: There’s little doubt that smartphones are becoming the dominant method for consumers to engage with service providers. So it’s safe to settle any previous debates about whether financial services companies should invest valuable time and resources into their mobile presence. The more relevant question now is whether mobile-friendly websites are enough or if companies should take the plunge and develop their own mobile apps.
