Managing
If Punctuation Presents A Problem To Financial Advisors, Then Hyphens Are In Crisis
- Details Category: Personal Development
I edit columns that financial advisors write in their newsletters and see the writing of various advisors all the time, so I’m speaking from experience. Improper punctuation is the second leading type of mistake financial advisors make when writing their newsletters, and my guess is it spills over into other forms of communication, such as brochures, letters, reports, etc.
Google Now Offering 15GB Of Free Storage, Shared Across All Services
- Details Category: Practice Management
Google today raised free storage capacity across Drive, Google+ and Gmail to 15GB. The move now makes Google the leader in free storage capacity. Dropbox currently offers 2GB of free space, Microsoft SkyDrive gives users 7GB of free storage and Amazon Cloud Storage, Apple iCloud and SugarSync each offer 5GB of free storage.
Which of these free storage services are you using and why? Please let us know. Please share your thoughts about moving documents to these services. Would be interested in hearing if you moved all documents or just a subset. And what about your document mana
Succession Link, A New Listing Service For Advisors Who Want to Sell Firms, Debuts
- Details Category: Succession
Succession Link, which provides business consulting and an online marketplace for advisors who are interested in buying or selling their practices, recently was launched.
90-Day Priorities-Discipline, Patience, and Focus Will Help You Set and Achieve Your Quarterly Goals
- Details Category: Practice Management
Since we are fast approaching another quarter-end in a little over a month, it is a good time to look at whether you are on target to accomplish the goals you set for your business this year. Being able to hit these yearly goals depends entirely on what you are doing on a shorter-term basis, daily, weekly, and every 90-days. Here are some considerations when working on your 90-day priorities.
Focus On The Big Rocks
- Details Category: Practice Management
I've been reflecting on what's important in my business and personal life. Part of this reflection comes from contemplating my business--what direction to take it and how to make it better. Part of it was prompted by the recent tragedies in the news. Time often seems to move too fast and things happen that are outside of our control.
