From IRIS
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Summary: Managing the Two-Minute Workplace Culture: Why Advisory Firms Should Move from a Culture of “Let’s Get It Done Now” to “Let’s Get It Done Correctly”
From Financial Advisor
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Summary: Advisory firms with a lifestyle orientation can offer significant advantages over enterprise practices, according to a new study by SEI. Advantages for lifestyle firms include stronger cash flows, higher quality of standards and a more loyal clientele.
From InvestmentNews
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Summary: Sharing social media content is the easy part. When you think about it, anyone can type 140 characters and hit the tweet button, or post a status update on LinkedIn and Facebook. But what happens next? How do you find out if what you shared resonated with anyone beyond you and your dog? (No offense, cat people, but cats are usually pretty indifferent to everything.)
From WealthManagement.com
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Summary: According to a new survey by Fidelity Clearing & Custody Solutions, the number of “eAdvisors”—or advisors using twice as many technologies as their peers, and have those tools more deeply integrated into the business—has increased by 10 percentage points since 2014.
From WealthManagement
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Summary: Podcasting is a cost-effective and valuable method for educating your existing client base, attracting prospective clients and strengthening your brand with referral sources.
