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RIAs rank technology spending as top priority amid competition from robo-platforms: Scottrade survey

Added on December 2016 in Thought Leadership
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Summary: A new survey from Scottrade Advisor Services shows that RIAs are ranking technology spending as a top priority, replacing business growth as last year's top priority.

Check these guys out, not just boomers and millennials

Added on December 2016 in Thought Leadership
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Summary: Generation X remains largely invisible to financial service providers, who continue reaching out to serve baby boomers and millennials, but tend to forget about the 35 million people in between.

Silence those voices in your head

Added on December 2016 in Thought Leadership
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Summary: Do you hear voices? Even when you're alone, there is someone talking to you — a near constant internal dialogue we have with ourselves. The voices in your head don't make you crazy, they make you human. But these voices have the power to make us believe some crazy things.

7 Habits Of People Who Have Achieved Work-Life Balance

Added on November 2016 in Thought Leadership
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Summary: According to a recent study published by the American Sociological Review, 70% of American workers struggle with finding a work-life system that works for them. For many in the workforce, achieving any type of work-life balance, can seem like a myth, especially when technology has made us accessible around the clock. Time free from workplace obligations seems to becoming ever more elusive.

6 Sales Prospects You Don't Want To Waste Your Time With

Added on November 2016 in Thought Leadership
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Summary: Did you ever have a call with a prospect where you just came away with this really bad feeling ? And in spite of that ominous feeling, you just continued to chase the deal anyway ? Did it go anywhere ? And if it did, did that prospect turn out to be a great client ?

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