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7 Things Every Great Boss Should Do

Added on December 2013 in Manage Your Practice
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Summary: Management fads come and go, but some things just don’t change. The fundamental values of good leadership and management determine just how effective you really are as a boss. Great bosses consistently inspire employees to perform well and remain loyal. Needless to say, those qualities play a major role in the long-term success of your business. Therefore, make sure you're doing the following seven things every day:

15 Compliance Trends that Will Impact Your Practice in 2014

Added on December 2013 in Thought Leadership
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Summary: What will happen in the financial services industry in 2014 in the world of compliance? What trends will predominate as financial advisors seek to meet regulatory requirements, and which issues will come to the fore? Furthermore, what issues that have been key compliance mandates in the past will continue to dominate the discussion?

How to Defend Against the Wave of Robo-Advice

Added on December 2013 in Plan for the Future
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Summary: With financial planning software now attracting the over-50 set, United Capital’s Stephanie Bogan says the best defense is establishing value in a consumer-friendly way.

Ten Best Business Books of 2013

Added on December 2013 in Thought Leadership
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Summary: The WealthManagement.com list of the Ten Best Business Books, now in its second year, recognizes the most useful business books for financial professionals. Over 25,000 business books were published in 2013. WealthManagement.com editors got together and think that readers who check out the following books will be well rewarded. As always, we tried for a mix of the high-profile, the hidden gems, and we threw in a financial thriller for fun. In each case, a key takeaway is offered.

Six Ways to Create a Smarter Workforce in 2014

Added on December 2013 in Manage Your Practice
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Summary: By now I’m sure you’re busy putting together plans for 2014. Now more than ever, it’s important that your organization gets the most out of its top resource – its people.So before you finalize those plans, Blogger, Tim Geisert wants to share six tips you can use to create a smarter workforce in 2014. Follow this advice, and watch how it energizes your workforce.

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