From Fast Company
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Summary: According to a recent study published by the American Sociological Review, 70% of American workers struggle with finding a work-life system that works for them. For many in the workforce, achieving any type of work-life balance, can seem like a myth, especially when technology has made us accessible around the clock. Time free from workplace obligations seems to becoming ever more elusive.
From On Wall Street
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Summary: Wealth management firms should develop broad talent and compensation strategies relevant to their goals. The next generation needs to know that it has a future, one with a clear path toward leadership and ownership.
From InvestmentNews
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Summary: To hear Carol Craigie and Catalina Franco-Cicero describe their business model, you'd think they were running some kind of physical fitness center rather than a financial planning shop.
From Think Advisor
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Summary: Many industry benchmarking studies are reporting that profitability has been falling in most independent advisory firms over the past two years. While there are a number of possible reasons for this, in my work with independent firms, I’ve found there are really only a few reasons. One is technology. Or perhaps more accurately, it's the failure of many advisory firm owners to efficiently integrate the flood of new technology into their businesses.
From Don Connelly & Associates
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Summary: You already know how dangerous for your business not using LinkedIn could be, don’t you? With more than 5 million affluent investors on the network, Financial Advisors cannot afford to overlook using it as a networking and prospecting tool.
