Manage Your Practice
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"The Big Bang Theory": A Model of Key Leadership Lessons
From LinkedIN Pulse
Added on December 2015 in Manage Your Practice
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Summary: This week, I was in the audience for the taping of an episode of the CBS comedy, “The Big Bang Theory”. Although we were only together about three hours, I was very surprised to see the audience area only seats about 200 people. When I’ve watched the show, I thought there was a much larger group of people behind all that laughter. In fact, we experienced first-hand six key lessons in team leadership drives a lot of that laughter, in addition to great writing and acting.
Cybersecurity touches clients, staff
From http://www.investmentnews.com/article/20151220/FREE/151219912/cybersecurity-touches-clients-staff
Added on December 2015 in Manage Your Practice
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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progresses at a rapid pace, financial services firms are faced with a host of cyberthreats, including email hacking, outdated digital signature models and third-party vendor breaches.
Your 7-Step Growth Game Plan for 2016
From Think Advisor
Added on December 2015 in Manage Your Practice
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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:
Social Media Strategies of High-Growth Firms
From Journal of Financial Planning
Added on December 2015 in Manage Your Practice
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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.
How to Use Social Media to Attract Clients And Not Land on the Naughty List
From WealthManagement.com
Added on December 2015 in Manage Your Practice
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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.
