Make 2015 a Transformational Year
Advisors have seen several years of growth, but now more than ever, they need to ensure that their technology is not behind the times.
Don't Make Big Technology Changes While Transitioning Your Firm
Whenever you make big technology changes, a long runway (overall timeline) is a critical component in achieving success.
Are You Too Emotional About Technology?
I hope your firm is very thoughtful in your process for making technology purchase decisions.
For Advisor Platform, Pershing Crunches Big Data Into Friendlier Size
At Pershing, your call may be recorded for an analysis of empathy, frustration and other factors. Welcome to the brave new world of consumer data.
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.