Managing
45 Seconds With Robert Keebler On The Financial Advisor Of The Future
- Details Category: Personal Development
Robert Keebler, one of the nation's leading tax policy experts, educates financial professionals on tax monthly on A4A.
In this 45 second clip, from a one-hour session entitled, 2015 Tax Traps, Tips, And Tricks For Investment Advisers, Keebler says financial professionals of the future are going to need to know about issues like the portability of the estate tax exemption.
Keebler says he's seeing increasing demand for financial advisors to possess this kind of technical tax knowledge.
CPA Firm To Movie Stars Was Hacked, Says IT Consultant To Advisors, Craig Pollack, At A 4.4-Star Rated Webinar
- Details Category: Practice Management
Craig Pollack has been an IT consultant to independent financial advisors in southern California for 25 years. He started out as a software developer, however. In addition to working with advisors, Pollack's firm, FPA Technology Services, also works with owners of cemeteries and mortuaries. He’s made a killing, and I know from just one or two brief phone conversations that Pollack has an enormous amount of practical knowledge to share with advisors about technology. He’s in the trenches and runs a team of engineers and technicians who are in advisor offices day in and day out
Choosing A Custodian
- Details Category: Practice Management
How do you choose a custodian for your clients' portfolios? The SEC requires advisors to perform due diligence when choosing or retaining a custodian for their clients' accounts. In compliance terms, this is called "best execution." Best execution requires analysis of more than just how a custodian executes trades; advisors must consider other factors such as reputation, service, pricing, accuracy, etc.
Free Session, Open To All, Kicks Off With A 4.6 Rating: Office 365 For Advisors
- Details Category: Practice Management
Financial advisory firms are valued ultimately based on what they know, and the best tool for managing what a financial advice firm knows is Microsoft Office 365.
In offering a 12-month course curriculum about Office 365 that is focused on the needs of financial advice professionals, Advisors4Advisors is presenting an advanced level of professional education by providing training to practitioners on this best-in-class enterprise-level technology platform for managing an investment advisory’s intellectual property.
I’ve been using Office 365’s cloud platform t
Are Team Meetings Worth It?
- Details Category: Practice Management
I've had my own firm for a long time (more than I like to admit at this point!). Throughout the years, I've tried many different approaches to team meetings, including:
Not having them
Having daily meetings
Having weekly meetings
Having biweekly meetings
Of course, the easiest approach is to have no meetings at all. We're all busy and meetings simply cut into work time. It's true that busyness can interfere with holding meetings, but it's hard to argue that no meetings are better than some meetings. Meetings have all sorts of great benefits, we're told, su
More Articles ...
- Andrew Putterman, “Mr. Inside” In Colossal Wealth Management Firms, Comes Forward At An A4A Webinar With An Operational And Strategic Business Proposition To RIAs
- Lou Stanasolovich, In A Tell-All Webinar, Talks About Legend Financial's Internship Program; Successful RIA Owner Reveals All About His Well-Intentioned Effort
- Here's How To Make Your RIA GIPS Compliant And Reap A Marketing Windfall To Grow Your Practice
- Do Ethics Matter?
