Top 10 Technology Trends for Advisors and Their Partners: Part 1, the Big Picture
The 10 top short- and long-term tech trends that will affect you and your partners. Forewarned is forearmed.
Practice Management Primer, Pt. 7: Putting the Model Into Action
You've got the path to follow, now set off on the journey with a focus on execution.
Practice Management Primer, Pt. 6: How to Benchmark Your Firm
Evaluating your practice management plan’s effectiveness is crucial, as is benchmarking your firm against your peers.
Practice Management Primer, Pt. 5: Accurately Measure Your Success
Why it is essential that you accurately measure your success when implementing practice management changes. Our recommendation: use a KPI.
Practice Management Primer, Pt. 4: Give the Right Tasks to the Right People
With a roadmap in hand, make sure you give tasks to the people—in and out of your firm—who have the will, skill, knowledge and time to perform them.
Practice Management Primer, Pt. 3: Translating Goals Into Actionable Tasks
Make sure you have the capacity to tackle each required task—and remember the difference between 'goals' and 'tasks.'
Practice Management Primer, Pt. 2: Assessing Your Practice, Setting Meaningful Goals
Want to ensure a happy future for you and your practice? Start by realistically and thoroughly assessing your practice as it is now. Oh, and talk to your clients as well.
Practice Management Primer, Pt. 1: Definition and Process
The principles to follow and steps to take to find solutions to any challenge presented by the markets and adapt to clients’ goals, even under changing conditions.
The Relationship Manager
When you think of growing your financial advisory business, there is what can seem to be an unending array of strategies and tactics.
Choosing Software That Works for Your Advisory Firm—Part 7: The Keys to Success
Remember, technology is a tool, and you’ll need to spend more time and money on training and implementation than you might think.