What to Do When You Outgrow Your Technology
Henssler Financial has always endeavored to give back to the Kennesaw community, but keeping up with changing regulations and the vast array of investment options calls for a solid technology solution.
‘Just Say No’ to CFP Board’s New Standards
There are two reasons why the new standards are not in the best interest of CFP certificants or the public.
High Profit Margins or High Growth: Choose One
Firms that focus too much on profit margins in order to bring home more income now cut off opportunities to grow their firms.
How to Prove Your Compensation Is Reasonable
For the most part, it is advisors themselves that make their compensation appear excessive. But these failures can be corrected at virtually no cost.
Wealth Advisor, Heal Thyself: Beginning the Course of Treatment
You've figured out what's ailing your firm and what optimal health looks like. Now it's time to get there.
Zen and the Art of Advisory Firm Management
I’m not a big fan of the many attempts over the years to apply Buddhist principles to business management (although I do like the Kinder Institute’s use of “life planning” as a service model).
No Robo-Advisor Will Ever Truly Master Client Service
Few moments in wealth management history have demonstrated the need for a human touch more profoundly than the events of this past year.
Cybersecurity Requires a Collaborative Approach
News headlines remind us that cyberattacks are among our greatest global threats. That's why cybersecurity requires collaboration between industry and regulators.
The 4 Pillars of Successful Client Events
Some client appreciation events are more popular than others. But why is that?
TD Ameritrade Furthers Technology Integration Mission
According to CEB Tower Group, the No. 1 technology investment being made by wealth management firms these days is in client onboarding and new account opening.