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Summary: After months of performing thorough due diligence, you’ve finally decided to pull the trigger and make a move. You may even have a start date on the calendar. Now what?
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Summary: When talking with advisors about adding or replacing software, I’m surprised at the criteria they provide during the initial discussions.
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Summary: Although the drumbeat for succession planning has been getting louder over the years, the industry continues to remain woefully unprepared.
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Summary: [Slideshow] The digital tools available to help advisors have never been better, but there are so many of them. It seems like you hear about a new CRM or automated investing platform every week, each with its own set of bells and whistles.
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Summery: The founder of holistic planning firm Grow heard that he sometimes talks too fast, and too much, without really listening. Clients also wrote in the survey that the documents he sent them can be hard to understand.
