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?
Email Fraud—Protect Your Clients and Your Firm
Unfortunately, the number of attempts by thieves trying to steal your clients’ money is increasing every day.
What Does Windows 8 Mean for Advisors?
Early expectations for Windows 8 are that it will not receive as much attention and fanfare as the previous operating system.
Why Are You Waiting to Upgrade?
If I were to keep track of every conversation I have with advisors, a majority of the topics would revolve around why they are waiting to do something with their technology.
How to Evaluate All-In-One Systems
The technology products available for advisors today offer more features and solutions than ever before.
Tech Questions for Summertime
August is my favorite time of year for new projects. More specifically, it’s a good time to ask, “What technology areas require more research before we pull the trigger?” To get started with this exercise, allow me to recommend some ideas.
E-Delivery—Are You Doing Your Part for Your Clients?
How much have you thought about electronic delivery (e-delivery) of required documents for your clients?
Is Your Technology Up to Date or Out of Touch?
From a technology perspective, it truly is a great time to be an advisor.
Toys or Tools: The Mobile Revolution
There’s no doubt that advisors are quickly adopting mobile technology.