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Summary: Technology can sometimes be as much an encumbrance to a firm as it can be an asset. An implementation can take more hours than expected, a software update can break a process that had been working seamlessly, or a webinar audio can drop during the most important section of a presentation.
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Summary: The success of your business is largely in the hands of the people who work for you, and the relationship you and your team have with your clients is in essence your business’ secret sauce. It follows then that one of the most important decisions you can make — a decision that has lasting impact on the long-term success of your business — is who you choose to hire.
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Summary: Transitions always trigger grief, because they require leaving behind something known and moving into the unknown. A presidential election is no exception. The results are particularly volatile this year because half of the people in this country voted for Hillary Clinton and half voted for Donald Trump. Consequently, no matter the final outcome, half of the citizenry is destined to grieve.
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Summary: Catherine Seeber, a CFP and partner at Wescott Financial Advisory Group in Philadelphia, says that her firm uses the trademarked “Life-Minded Wealth” approach that integrates financial expertise with life expertise into a single advisory service that helps clients see all sides of every financial decision.
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Summary: Twice a year the advisor technology industry gathers to discuss the latest developments, launch new products and network to find ways to make advisors’ lives easier, while helping wealth management executives think through their technology roadmaps for the coming year.
