Are You Too Emotional About Technology?
I hope your firm is very thoughtful in your process for making technology purchase decisions.
Tools to Build Trust and Protect Clients
Trust: I would argue that this one word represents the critical foundation for every client-advisor relationship.
Strategies for Serving Clients Online
Online service is crucial for next-generation HNWs. Instead of swinging for a home run in virtual strategy, here are some singles and doubles to hit.
How Secure Is Your Wireless Connection?
Wi-Fi networks make Web browsing easy, but they’re also easy ways to compromise client information.
Perfecting Your Tech Image
Here are some areas to think about that can influence how your firm measures up with clients and prospects when it comes to technology.
Summer School: 4 Tips to Protect Your Tech
You can easily fall behind the times if you are not keeping up with today’s technology solutions—and tomorrow’s as well.
Who Are Your Technology Players? Don’t Overlook Your Employees
Your employees—their skills, their knowledge, their habits and their responsibilities—will have a significant influence on the success of any technology product, initiative or process that you want to introduce in your firm.
Spend Wisely on Technology
Let’s get right to the bottom line: Technology costs money.
Use Technology to Protect Clients' Personal Information
Clients may tell you how important it is for their personal information to be protected. What a lot of them don’t realize is that much of their information—some very personal and specific—is readily available on the Internet, usually free of charge.
How to Measure Your Firm’s Overall Efficiency
Advisors are very good at conducting this type of work for their clients. They build a financial plan, then measure on a consistent basis how the plan is doing. How well do you employ the same process for measuring the efficiency of your firm?