From InvestmentNews
0 visitor like this article | Viewed 4131 times | 0 comment
Summary:In 2015, InvestmentNews listed smartphone apps advisers use in their business. Some of them remain popular today, like Evernote, Expensify and Slack, but three years is an eternity online. We decided to reach out to advisers and find out which apps they are using in 2018 to run their business more efficiently.
From Barron's Advisor Center
0 visitor like this article | Viewed 4497 times | 0 comment
Summary: As an advisor, you make sure to know when your clients plan to retire. But they don’t ask when you are going to retire. Instead, like our patriarch, they assume. The fact is, our advisor client has no intention of retiring anytime soon.
From WealthManagement.com
Added on February 2018 in Join an RIA
0 visitor like this article | Viewed 4878 times | 0 comment
Summary: In the moments when we need to make a critical decision that could alter everything, the “what if” scenarios rise to the surface, only to stop us dead in our tracks. Then one of two things happens: You make a decision and move boldly on with your life, or fear takes hold.
From IRIS
0 visitor like this article | Viewed 4760 times | 0 comment
Summary: As director of strategy at Modo Modo Agency, Amanda Creger has worked on every major client the agency has had in the last 8 years. She’s managed them, researched them, coached them, helped them, served them and acted alongside them. She has over 15 years experience in the trenches and in the boardroom with clients, having worked on every conceivable type of initiative from company positioning and branding, new company and product launches, sales force enablement, thought leadership, and every kind of nurture, drip, touch, push and pull exercise.
From InvestmentNews
0 visitor like this article | Viewed 4124 times | 0 comment
Summary: As the 2018 Winter Olympics continue to generate headlines around the world, I've taken notice of what these athletes must inherently possess just to qualify for the Olympics, let alone win a medal. They're the gold standard for their respective sport, and their mindset could surely teach advisers a few things. Beneath the surface and behind the podium, there lies an invisible quality I feel most of us should recognize.
