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Why advisers need to be both effective and efficient

From InvestmentNews
Added on July 2018 in Manage Your Practice
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Summary: Peter Drucker may be gone, but his contributions to the field of management live on, particularly his espousal of the need to focus on both effectiveness and efficiency. That means doing the right things (effectiveness) in the right way (efficiency).

Clients think too small about one crucial aspect of planning

From OnWallStreet
Added on July 2018 in Manage Your Practice
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Summary: Unexpected financial burdens can come in many forms, from car damage to a serious illness, yet many clients aren’t prepared for such expenses. Moreover, they seem disturbingly nonchalant about it.

How To Stand Out In A Crowded Market

From Forbes
Added on July 2018 in Manage Your Practice
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Summary: As an entrepreneur, it is easy to get caught up in your great idea. You just know your product or service is going to be the big one! You should be excited and enthusiastic; after all, you may end up being your best salesperson for a long time.

Legendary Ex-Fraudster Frank Abagnale Says Cybercrime Will Turn Deadly

From ThinkAdvisor
Added on July 2018 in Manage Your Practice
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Summary: Today, cybercrime is chiefly about financial fraud. Tomorrow, it will focus on the destruction of human life. That’s what teenage fraudster turned FBI consultant Frank W. Abagnale of “Catch Me If You Can” fame tells ThinkAdvisor in an interview. “Technology will get very scary,” he warns.

Here's How to Achieve Work-Life Security

From ThinkAdvisor
Added on June 2018 in Manage Your Practice
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Summary: When was the last time you worked 9-to-5? Chances are, not for a while. In fact, it’s a safe bet you’ve worked longer hours than 8-to-6 or 7-to-7 recently. Why? Because in today’s connected world, we’re always on, almost everywhere.

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