Managing
Social Research Tools?
- Details Category: Practice Management
Research and analysis are built directly into the DNA of working in financial services and I would venture that you have received a solicitation to evaluate a research tool in the last 30 days. Over the years of building, buying and supporting advisory technology platforms - research has been the cornerstone. However, it has not always just been about Advisory World or Morningstar or Thomson Reuters (though portfolio analysis is a key component of the research process).
Do You Care About Advising Clients On Stock Options?
- Details Category: Practice Management
I was recently contacted by a firm that works with advisors on equity compensation strategies, asking me if the A4A community wanted a webinar and articles about stock option strategies. This was a hot topic back during the tech boom, of course, but I don’t get requests from advisors about covering this topic in webinars or articles. So I'm asking you: Do you want webinars and articles about equity compensation strategies? And, if so, what do you need help with most?
The Worst Thing Might Happen At Home
- Details Category: Practice Management
An elderly homeowner is slaughtered by her gardener, who steals her money. A nanny sues her former employer and wins $44,880 in back pay. A domestic employee files a $5 million sexual harassment suit against his employer.
Get Real – Accepting Advisors’ Natural Tendencies (And What To Do About It)
- Details Category: Practice Management
Having worked within a planning firm and with planners for over a decade, here’s what I observed about advisors’ tendencies.
Keep It Personal Amid the Automation
- Details Category: Practice Management
I had a great virtual conversation with an advisor I respect a great deal this morning around customer service. I have always believed, even as a leading edge adopter of technology who advises advisors on technology, that we cannot lose touch with the relationship.
Granted, the days of doing everything by hand and in person are gone - and there are many user friendly systems that help automate the data points we need brought to the surface to drive our actions and tasks. Yet, the power of a personal phone call or email amid the scheduled messaging and marketing automation is worth every ounce
