From OnWallStreet
0 visitor like this article | Viewed 3801 times | 0 comment
Summary: For 21 years, we have been meeting with clients in person, for dinner, for golf, to review their financial statements and more. It's the way we've always done business. But given how fast technology is changing the business, even society, will future financial planners even meet face-to-face with clients?
From ThinkAdvisor
0 visitor like this article | Viewed 4008 times | 0 comment
Summary: Many industries benefit society beyond the dollars and cents they generate. Sometimes, the positive societal impact is more immediate and obvious, such as a teacher’s contribution to the growth of young minds, or a doctor’s ability to improve patients’ overall wellness. However, in the financial services industry, the direct benefit may be less widely known.
From WealthManagement.com
0 visitor like this article | Viewed 3377 times | 0 comment
Summary: [Podcast] Michael Kitces talks with Creative Planning President Peter Mallouk about how to build a one-stop advisory shop and drive organic growth.
From WealthManagement.com
0 visitor like this article | Viewed 414 times | 0 comment
Summary: [Whitepaper] Goals provide an important framework in which to work, and without clear, achievable objectives it’s hard to focus your efforts on actions that will help your business. These five steps can help you set the goals that will help you succeed.
From IRIS
0 visitor like this article | Viewed 4475 times | 0 comment
Summary: We recently released the 2018 High Growth Study: Accounting and Financial Services Edition, and it confirms what we had been hearing from our clients: a perfect storm of market conditions is hammering the industry and making it difficult to grow. In fact, the accounting and finance industry lags well behind all other professional services (see figure below).
