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Step-By-Step Guide To Hiring A Great Client Service Associate

From Nerd's Eye View
Added on September 2018 in Plan for the Future
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Summary: In this guest post, practice management consultant Teresa Riccobuono of Simply Organized shares the most important factors for successfully hiring a great administrative employee, including developing not only an effective job description and also a functional job posting (which is not the same thing and can help save a tremendous amount of time)

GAO Urges Government Action to Combat Cybersecurity Risks

From ThinkAdvisor
Added on September 2018 in Manage Your Practice
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Summary:  Federal agencies are failing to adequately address cybersecurity risks,  jeopardizing not only the operations of the federal government and its agencies but also the personal information of U.S. citizens, according to a new audit by the Government Accountability Office.

Managing an Uncommunicative Team

From Advisor Perspectives
Added on September 2018 in Plan for the Future
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Summary: My team shuts their doors all day long. I’m a very social person and as leader of the firm I want to engage and have discussions about what’s working and what’s not. Even if I have impromptu meetings to discuss things, they will rarely participate unless directly asked for their opinion.

Where Will Advisors Be in 10 Years?

From ThinkAdvisor
Added on September 2018 in Plan for the Future
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Summary: More than half of the financial advisors working today won’t be working full time 10 years from now, and more full-service broker-dealers will have retreated than independent BDs or RIAs. But after 15 years RIAs will be leading the departures, followed by IBDs.

Voices You started a blog. Now what?

From Finacial Planning
Added on September 2018 in Thought Leadership
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Summary: It’s easy to put the blog at the bottom of the priority list. Is it really attracting new clients? How is it driving business? You might start to wonder if it’s worth all the effort.

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