2014 Tech Goal: Go Where Your Clients Are
Stuart DePina, Neal Ringquist and Doug Besso talk about the state of advisor technology and how tech tools can help RIAs thrive.
FPA Experience: The Young, the Famous and the Virtual
New to this year's FPA Experience: Sessions will be streamed and archived to reach a wider advisor audience, CEO Lauren Schadle says.
A Cool Place to Work: How Advisory Firms Are Attracting, Retaining Top Employees
How is this for a dream job? Unlimited paid leave. Time off for philanthropy. Friday chair massages. Forward-thinking advisory firms are looking to boost employee buy-in and morale.
Survey for Success
My work with independent advisory firms over the past 10 years or so has led me to conclude that there are three steps to maximizing employee contributions to their firms through increasing their happiness.
The Road to Happiness
In May, I returned from FPA Retreat where I was asked to give two speeches.