From Financial Planning
Added on February 2017 in Form an RIA
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Summary: The stern words of a former FBI agent planted the idea for this month’s issue on cybersecurity. At last year’s FSI OneVoice conference, Clyde Langley, a former agent who’s now vice president of Schwab’s fraud prevention and investigations unit, told a room of worried executives that hackers were probably lurking in their firm’s systems.
From WealthManagement.com
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Summary: Everyone has blind spots. This concept was popularized in a model created by two UCLA psychologists, Joseph Luft and Harry Ingham, in 1955—the Johari Window. Now most people are familiar with the model, or have at least heard of it, but not much has changed when it comes to activating the mental strength required for self-awareness. I’m referring to a high-level awareness that enables you to learn your “blind spots” a.k.a. weaknesses.
From WealthManagement.com
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Summary: I’ve participated in many IT budget processes in my career. While being an accountant helped, it doesn’t take a CPA to understand that a successful budget includes realistic thinking and business planning.
From Financial Planning
Added on February 2017 in Form an RIA
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Summary: From all sides, independent advisers are told that, to stay current, they must integrate the latest technology tools into their practice. They hear regular warnings, too, about cybertheft schemes and protecting their businesses against malicious electronic attacks.
From IRIS
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Summary: To program clients to understand that referring others is just part of our business relationship we need to begin with the introduction of the concept that referrals are an expectation. We then need to create ongoing top-of-mind-awareness of that expectation….but we have to deserve them too.
