0 visitor like this article | Viewed 3290 times | 0 comment
Summary: Virtual meetings are an increasingly popular method of communication for advisors and clients today. And yet, there are still a number of firms who aren’t quite on board with this newer and more accessible method of communication.
0 visitor like this article | Viewed 3112 times | 0 comment
Summary: Your strategic plan, your organizational structure and systems, and your people practices are the necessary elements that drive the growth of your firm. The key foundation to building any business is to ensure you have the right people doing the right things. Building a business strategy that supports what you are delivering to your clients and how you want to deliver that service through your organizational structure should be priority one.
0 visitor like this article | Viewed 2597 times | 0 comment
Summary: 41% of advisers surveyed by Schwab said the independent model will differentiate itself by offering clients an array of benefits such as tax planning, charitable planning and healthcare planning, according to the firm's most recent Independent Advisor Outlook Study.
0 visitor like this article | Viewed 3010 times | 0 comment
Summary: [PODCAST] Dr. Jack Singer has worked with professional athletes, Olympians and advisors. We'll talk about how advisors need to have mental toughness just like athletes. Dr. Jack will also share tips on how to enhance your mental toughness to be more successful.
0 visitor like this article | Viewed 2634 times | 0 comment
Summary: For a long time, a key question raised about the financial advisory firms focused on when they would add a digital advice service. Now that so many firms have done so, the focus is on the future of digital wealth management, which includes legacy firms; the outside firms they partner with for digital offerings, like SigFig; and stand-alone robo-advisors like Betterment.
