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Why Waiting to Communicate About Coronavirus to Investors Is a Mistake

From IRIS
Added on March 2020 in Plan for the Future
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Summary: A common response from businesses during an emerging crisis is to sit tight and avoid communicating about the issue in fear of making the matter worse. At 7.21pm (ish) last night that became the wrong response, with Alan Kohler leading the ABC's finance update with the 'hit to super fund members'. Not the oil price war or largest equity market falls since the GFC.

'We are going to be OK': Planners manage clients' emotions, and their own

From Financial Planning
Added on March 2020 in Manage Your Practice
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Summary: Elissa Buie, co-founder of planning firm Yeske Buie, knows it seems contradictory — her professed confidence in the future of both the markets and humanity itself, along with her crashing waves of emotion.

Lessons From 10 Years in the Tech Trenches

From ThinkAdvisor
Added on February 2020 in Thought Leadership
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Summary: Back in March 2010, I was asked to write this monthly column sharing my technology observations and views, and giving advisors some helpful ideas and advice. It’s been a thoroughly enjoyable experience, so it’s a bittersweet task now to deliver my last column.

My Boss Falls Asleep When I Meet With Him

From Advisor Perspectives
Added on February 2020 in Thought Leadership
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Summary: This might seem like an odd question to pose, but I am frustrated and not sure what to do. Our lead advisor is generally a great guy, very kind and fun. In a group setting he is gregarious and upbeat and always goes out of his way to make all of us feel special and appreciated. ​

The Keys to Successful Marketing Personalization

From Advisor Perspectives
Added on February 2020 in Manage Your Practice
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Summary: Marketing personalization is increasingly easier and popular. Indeed, your prospects and clients expect relevant and personalized content. Apart from being an expectation, personalization is a necessity in order to stand out.

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