0 visitor like this article | Viewed 2753 times | 0 comment
Summary: The objection we hear most often from prospective clients (delivered in a sarcastic tone) is, “I don’t want to hire an operations and technology consultant. Not only do I have to pay your fee, but you are going to tell me I can’t continue to do business unless I spend an additional $200,000 on new technology that will undoubtedly streamline my operations and make my staff more productive. And after spending all that money, I bet I won’t have one new client to show for it! No, thank you!”
0 visitor like this article | Viewed 2683 times | 0 comment
Summary: Advisors may think they are well versed in cybersecurity. After all, the SEC has publicly detailed its key cybersecurity focus areas, like risk assessment, data loss prevention, vendor management and incident response. But do financial planners know how examiners evaluate firms to determine whether they pass the test? Probably not.
0 visitor like this article | Viewed 2908 times | 0 comment
Summary: Have you been on LinkedIn lately? It’s much more vibrant than it was a few years ago. People are logging in more frequently, posting better content and engaging more meaningfully. If LinkedIn once felt stagnant compared with Facebook and Instagram, it’s a different animal now.
0 visitor like this article | Viewed 2853 times | 0 comment
Summary: What do you think are the top fears of Americans today? It’s not public speaking, heights, spiders, snakes or even terrorism. Not even close—today’s top fears are much more practical.
0 visitor like this article | Viewed 3075 times | 0 comment
Summary: We live in a world of data overload. We are constantly being bombarded with information and messaging about how to think, act and even dream. The average American is on their smartphone for 5.4 hours per day. That is not even including the time in front of other devices like a work computer or television. It's hard to navigate the noise when there is always so much going on.
