Perhaps one of the more critical success factors in achieving your 2011 technology goals involves deciding when it is time to introduce a new technology objective. This is particularly critical at the start of a new initiative. Be sure to take inventory of the overall business volumes within your firm, and the capacity of your staff, and determine who is available. It is very important to be realistic—if several staff members are going to be out of the office, then perhaps it is more beneficial to delay the start of the initiative. Unfortunately, it is all too common for an initiative to get “kicked-off” without the proper resources available. Sometimes the decision to start an initiative is best correlated to a particular time of the year. Be cautious about starting significant projects around the end of a quarter, during tax season or other busy times of the year.
Download LPL's white paper to learn the five common investor mistakes and how you can help address them.
We have ours firmly in place, and we stand ready to assist you with your independent journey and succession plan.
Learn how access to financing affects advisors' plans for business succession. Download the white paper now!
Apr 16, 2015
ThinkAdvisor and The Investment Center, Inc. speak about where advisors currently go wrong, how they can improve, and uncover real examples and suggestions others have...
Apr 02, 2015
Learn more about Cambridge's insight on how independent business owners can create long-term plans for the future.
Mar 25, 2015
Join Think Advisor for this live, interactive webcast and hear from industry experts as they discuss how advisors can protect their client during volatile times....