From IRIS
0 visitor like this article | Viewed 2626 times | 0 comment
Summary: It’s simply the idea that before you can do anything amazing, you need to first clear space at the workbench. Solve your biggest constraint. Untie the shackles before you can run a mile.
From IRIS
0 visitor like this article | Viewed 2743 times | 0 comment
Summary: This summer, the team at ffVC hosted our Insight Forum: Spotlight on Cybersecurity, a panel event gathering top cyber experts for a wide-ranging discussion on the current and future states of cybersecurity. Topics ranged from how organizations and consumers can mitigate vulnerability to the future of attacks related to IoT devices, blockchain and cryptocurrency, autonomous vehicles, and more.
From PFI Advisors
0 visitor like this article | Viewed 3191 times | 0 comment
Summary: While attending Schwab IMPACT last month, we had the privilege of listening to a presentation by Joe Duran, CEO of United Capital. In his opening remarks, he compared Vanguard in the financial services industry to Netflix in the entertainment industry, or Amazon in the retail industry. He cautioned advisors that if they do not adapt their businesses and break from the “way we’ve always done things,” advisors could suffer the same fate as Blockbuster or Sears.
From https://www.financial-planning.com/news/how-planning-software-can-reduce-regulatory-risk-for-financial-planners
0 visitor like this article | Viewed 15532 times | 0 comment
Summary: In a highly regulated industry, advisors may find that financial planning software and other technology applications can help keep them on the right side of Securities and Exchange Commission examiners and enforcement officials.
From WealthManagement
0 visitor like this article | Viewed 2712 times | 0 comment
Summary: When plotting a course for growth that leads to profit, you must create and follow a detailed plan for how you intend to reach your goal. Measuring profitability often becomes an afterthought when trying to grow a firm, but, in fact, it is a crucial part of every truly successful growth plan. Here, I provide strategies for building scale and achieving purposeful growth that leads to increased productivity and profitability.
