From IRIS
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Summary: Properly managing technology is essential to your firm’s business health and keeping your clients’ personal information safe. It can also help you to gain a competitive advantage and do better business In our first guest blog post, Wes Stillman, CEO of RightSize Solutions provides ‘5 Key Technology Management for Every RIA' to help you refine your cybersecurity and technology management plan.
From AdvisorPR
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Summary: It was more than 15 years ago when I first started in the financial industry, and it’s certainly come a long way. In 2003, public relations was mostly unheard of within the industry. I remember an advisor telling me he’d consider public relations in his practice because he likes the public so much.
From Diamond Consulatants
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Summary: The new hyper-compliant world has left many advisors with a pink slip in hand, thinking they have reached the end of their career. Yet there are steps you can take to get back in business.
From IRIS
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Summary: [Video] Great athletes and great advisors don’t blame anyone else for their mistakes because they know they are in control of their own time and actions. What are you doing to be great?
From Financial Planning
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Summary: Succession planning is both a vital component of doing business as well as a valuable resource to build stronger leadership values and guide decision-making processes.
