From WealthManagement.com
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Summary: When it comes to using LinkedIn, you want to ensure you’re putting in enough effort to get results, but at the same time, you need a routine to make sure you’re not wandering aimlessly through the interwebs.
From ThinkAdvisor
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Summary: The North American Securities Administrators Association recently approved a new information security model rule package to enhance state-registered advisors’ cybersecurity and privacy practices.
From WealthManagement.com
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Summary: Sometimes as an advisor, it helps to look at other sales roles for inspiration. I thought it might be helpful to share two stories with you, one good and one bad.
From InvestmentNews
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Summary: Data-driven organizations are 23 times more likely to gain customers, six times more likely to retain customers, and 19 times more likely to be profitable as a result, according to the McKinsey Global Institute.
From Financial Planning
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Summary: Financial advisors confident they have every technical planning method down pat still see client service as an area of personal and professional growth.
