0 visitor like this article | Viewed 3990 times | 0 comment
Summary: Recently I’ve asked top-performing advisors this simple question: To build a high-performance team, which of these three factors is the most important.
0 visitor like this article | Viewed 4005 times | 0 comment
Summary: While all advisory firms have to come to grips with succession planning, smaller RIAs are especially vulnerable to taking a big financial hit if they don't have a strategy in place for the loss of a principal.
0 visitor like this article | Viewed 3767 times | 0 comment
Summary: Two-thirds of executives in the wealth management, asset management and fintech industries continue to "lack a fundamental understanding of how to attract the next generation of employees," according to an annual survey of top executives by Kathy Freeman Company, a California-based executive search firm.
0 visitor like this article | Viewed 3982 times | 0 comment
Summary: Despite the increasing fear Americans have of personal and financial information being stolen, most financial-services firms have been complacent on updating or implementing state of the art — or even basic — cybersecurity technology, according to a recent study by Dalbar/ThinkAdvisor, “The State of Authentication in Financial Services.”
0 visitor like this article | Viewed 4153 times | 0 comment
Summary: Accountability is a trait many advisors lack, but one that elite advisors always possess. No matter how great your talent you won’t get ahead unless you become accountable for your actions and the actions of your clients. Without accountability you won’t develop the self-discipline you need to take charge of your career and make changes for the better.
