From InvestmentNews
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Summary: How can advisors prioritize a work-life balance when things feel out of balance? These tips may help you take care of yourself so you can continue to take care of your clients, business, and staff.
From Advisor Perspectives
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Summary: Quentin Marshall hired three people over the past two months. He filled the roles without meeting any of them in person.
Recruiting during a pandemic requires “breaking down a lot of prejudices about how to do things,” said Marshall, head of private banking at U.K. lender Weatherbys. “Once you get over this idea you must be sharing the same oxygen molecules as them, you just get on with it.”
From ThinkAdvisor
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Summary: The lockdowns, social distancing and market volatility stemming from the coronavirus pandemic have elevated the importance of digital engagement, according to a new report.
However, the current crisis has also exposed flaws in processes that are not fully digitized. Completing workflows that require manual intervention can be very difficult when operational volumes are high, clients are anxious and staff members are working from home.
From Financial Planning
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Summary: One surprise in our most recent Financial Planning Tech Survey was offset by another: Advisors' use of financial planning technology has dropped, according to the latest data. But some formerly fringe tools are getting more widespread adoption.
From InvestmentNews
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Summary: My humble beginnings growing up on a farm near Tekamah, Neb., gave me many gifts, the biggest being the gifts of perspective and work ethic. As I release my fifth book, Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm’s Future,
