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When Debt Is Good

Added on July 2017 in Plan for the Future
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Summary: The word “debt” is rarely expressed as a positive notion. Financial advisors coach clients to reduce financial liabilities. Politicians push to eliminate the federal deficit. College graduates bemoan daunting student bank loans. Debt is a four-letter word. That is both an absolute fact and a matter of perception.

Public Relations 101: Wire Services

Added on July 2017 in Manage Your Practice
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Summary: Now that we’ve uncovered if your story is newsworthy we now want to discuss the different ways in which you can disseminate your news. Depending on your release topic and your PR goals you may be asking yourself, “why should I pay $150 a release to have my content distributed to outlets that will never even pick it up?”

These Powerful Women CEOs Know How To Put Technology In Its Place

Added on July 2017 in Thought Leadership
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Summary: One of the biggest challenges many of us face is managing our technology. This can be trickier for women who tend to be taskmasters and caregivers, handling things like doctor’s appointments, elder care, the school play, high school admissions, and travel arrangements. Technology makes this kind of work easier to do (especially during a lunch break), but then we fail to do other things like connect with colleagues and clients, take a walk, or even eat. Then — poof —break time is gone.

Are regulators equipped to monitor robo-advisers as fiduciaries?

Added on July 2017 in Form an RIA
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Summary: Securities rules require robo-advisers to act as fiduciaries in providing investment advice to clients, but a new research paper calls into question whether regulators have the necessary tools to monitor these platforms to see if they really are providing advice in clients' best interests.

The Talent Shortage in the Financial Advisory World is Very Real!

Added on July 2017 in Plan for the Future
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Summary: Are you looking to add great talent to your team? Well, if you will need someone in the next six months, the time to start your search is NOW! 

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