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NASAA Adopts Cyber, Privacy Model Rule, Releases Annual Report

Added on May 2019 in Manage Your Practice
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Summary: The North American Securities Administrators Association recently approved a new information security model rule package to enhance state-registered advisors’ cybersecurity and privacy practices.

Financial Advisor Marketing Lessons from Two Rainmakers

Added on May 2019 in Manage Your Practice
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Summary: Sometimes as an advisor, it helps to look at other sales roles for inspiration. I thought it might be helpful to share two stories with you, one good and one bad.

Why our firm hired a data geek instead of another financial adviser

Added on May 2019 in Manage Your Practice
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Summary: Data-driven organizations are 23 times more likely to gain customers, six times more likely to retain customers, and 19 times more likely to be profitable as a result, according to the McKinsey Global Institute.

With planning down pat, RIAs learn their Ps and Qs

Added on May 2019 in Manage Your Practice
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Summary: Financial advisors confident they have every technical planning method down pat still see client service as an area of personal and professional growth.

Podcast: What You Must Know About Using the Latest Technologies

Added on May 2019 in Manage Your Practice
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Summary: With new innovations happening each day, it can be difficult for advisors to find technology that balances their need to maximize their efficiency and brand with the need to perform routine due diligence.

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