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Summary: Most advisors are aware of the technology that requires the most attention in their firms: software, product vendors, processes and best practices. Given this understandable order of things, it often happens that the hardware your firm uses becomes somewhat of an afterthought.
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Summary: Having a family member in the business is not a guarantee of a robust succession plan. And it is definitely not a guarantee to preserving business value.
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Summary: There is a resistance to new technology and new ways of doing things, most noticeably when it comes to using new marketing methods, such as social media.
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Summary: As the world of financial advice evolves, so do the services that advisers provide to clients, the business models by which we operate and the labels that we use to describe ourselves. In the past 50 years, our titles have changed from insurance agents and stockbrokers, to financial advisers and financial consultants, to financial planners, and now wealth managers.
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Summary: Once an advisor becomes a vendor’s raving fan, a testimonial may follow. And that could mean more business for you. On their websites, outsourcing firms often list blurbs from advisors who share their positive experience and offer effusive praise.
