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Are Financial Advisors Overlooking The Obvious?

Added on May 2020 in Manage Your Practice
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Summary: Advisers are racing to use new technologies and modify engagement & busines processes, and that is totally understandable.  But there is a real risk of losing sight of the essentials and overlooking some basics.

Help for the Home-Bound Advisor

Added on April 2020 in Manage Your Practice
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Summary: I would have considered myself an introvert prior to the COVID-19 situation. I prefer to close my door at work and focus on the investment portfolios. I’m not big on chatting with clients outside of their portfolio results. I always brought one of my colleagues along who enjoys talking about trips and family. I would choose reading a journal or article over going out for drinks after work.

When Suits Give Way to Sweatpants: New Work-from-Home Cyber Risks

Added on April 2020 in Manage Your Practice
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Summary: The coronavirus pandemic has triggered new cybersecurity risks for financial advisors, as employees around the world continue to adjust to working from home. While some broker-dealers already have robust cybersecurity programs in place, experts say there are steps advisors can take as well.

Spring Cleaning Your Business

Added on April 2020 in Manage Your Practice
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Summary: Spring cleaning: It’s an expression that’s so old, we’ve forgotten what it means. In households it used to involve hanging area rugs outside on the clothesline and beating the dust out. Reorganizing kitchen cabinets. Flipping the mattress. What would spring cleaning mean for your business?

Advisers bolster online presence as coronavirus shuts down in-person meetings

Added on April 2020 in Manage Your Practice
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Summary: Financial advisers who are sheltering in place as a result of the COVID-19 pandemic can no longer turn to traditional methods for recruiting clients, such as attending a local chamber of commerce event or an alumni reception.

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