From ThinkAdvisor
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Summary: How often do you think about your technology tools before you take off on a vacation? When you are traveling domestically, you might not think about it at all. However, when you are traveling internationally, you should plan for how you will stay connected during the trip. Not only are there best practices for you to consider, but you could also save some money if you plan carefully. This list isn't just for advisors; you can share these ideas with your clients, too.
From ThinkAdvisor
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Summary: “I have to start out this conversation by asking if you’ve ever turned down a promotion.” This was the opening line in an email I recently received from a 34-year-old who has made impressive progress in his young career.
From IRIS
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Summary: Over the past week, we’ve been talking about time mastery. How to go from being a slave to time to getting more done in less time.
From WealthManagement.com
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Summary: Advisor-hosted intimate social events, which include a hand-selected group of clients and guests, have been ranked by Oechsli Institute research as a top marketing activity for the past decade. It’s the top event affluent clients will attend, and the top event they’ll bring a guest to. But getting people to attend such events can be a challenge, and the invite must be handled properly.
From ThinkAdvisor
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Summary: A new white paper entitled “Crossroads,” produced by Pershing Advisor Solutions, where I am CEO, and constructed by The Ensemble Practice, reveals the pivotal decisions at each phase of the advisory firm lifecycle. The journey from practice to business passes through several important waypoints. At these junctures, firm owners face key questions such as:
