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Summary: “Which software costs less?” is a frequent question I hear from advisors. Another popular question is, “What is the best (CRM, portfolio reporting, planning, etc.) software?” My answer is they are all good. It’s about which one is best for your firm.
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Summary: Ever have the feeling the months, and years, roll by and you are not getting any closer to what you promised yourself you would one day do, or be? It happens to so many people—the elusive goal remains elusive even though you work hard, keep the goal in front of you and take the steps you think are necessary to make things happen.
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Summary: Providing great customer service requires a dedicated investment of time, energy and resources, but the ROI can be huge if your efforts are well planned and executed. Below, we’ll focus on four customer service components that tend to consistently reward advisor efforts.
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Summary: If your workday is anything like mine (and I’d hazard that it is), you are inundated with e-mails—from clients, prospects, colleagues, vendors, friends, the list goes on. In fact, according to the Radicati Group, business users sent and received approximately 122 e-mails per day in 2015. With so much on your plate, you may not spend as much time as you should crafting a response to each message. But what if you did? Consider how much more effective your e-mails could be if you followed a few key principles—namely, readability, legibility, and scannability.
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Summary: From mid-May through July 2017, the personal information of approximately 143 million consumers was exposed during a long running data breach at Equifax (one of the nation’s three major credit reporting agencies).
