Smarter, Easier Ways to Delegate

By Kelli Cruz, Founder, Cruz Consulting Group on Thursday, March 26th, 2015

Kelli Cruz, Founder, Cruz Consulting Group

To be an effective business owner, you must be willing to delegate and relinquish control...Read More »

Cloud Computing Solutions: Here's the Growth Forecast for the Next Few Years

Carlos Coutin, Financial Services Technology Strategist, Envision Consulting

Cloud computing solutions are more popular now than ever, and a recent analysis by Forbes shows that enterprise usage of the cloud will only accelerate in 2015...Read More »

When Technology Doesn't Make Sense

By Sheryl Rowling, CEO, Total Rebalance Expert on Tuesday, March 24th, 2015

Sheryl Rowling, CEO, Total Rebalance Expert

Remember that sometimes the human element – understanding our clients, their goals and their motivations – is often more important than detailed computations...Read More »

The Three Levels of Mobile Readiness

Mike Barad, Head of Product Services & Components, Morningstar

Smartphone and tablet adoption has skyrocketed, permanently changing the way we interact with information. Businesses are still trying to catch up with user preferences, and the natives are getting restless...Read More »

What’s LinkedIn’s Best Use for Advisors?

Maggie Crowley, Digital Marketing Coordinator, AdvisorWebsites.com

Whether social media is profitable for business depends on how it’s used and, apparently, the platform. Choosing the right social platform (Facebook, LinkedIn, Twitter, or otherwise) for your financial practice should be based on your target audience...Read More »

3 Ways to Structure Your Fees – and 3 Concrete Ways to Communicate Your Value

John Anderson, Managing Director, SEI Advisor Network

“Fees are only an issue when value is questioned.” I’m not sure if that’s a quote from someone or something that I made up, but either way, you get the point. Your clients will most likely never question how much you charge for your services if you are providing real value...Read More »

4 Big Reasons Financial Advisers are Better than Robo-advisers

By Sheryl Rowling, CEO, Total Rebalance Expert on Thursday, March 12th, 2015

Sheryl Rowling, CEO, Total Rebalance Expert

The robo-adviser buzz is heavy in industry media, but I had to put in my two cents. It's true that robo-advisers can be competition, but, for the most part, we advisers still have it all over them. It's simply a question of communicating our value...Read More »

Mobile Preferences in Financial Services

Mike Barad, Head of Product Services & Components, Morningstar

It’s a simple fact that the Android mobile operating system is the most popular in the world, by a long shot. So why is it that when I look around at a financial services conference, everyone seems to be using an iPhone or iPad?..Read More »

What Advisors Need to Know About the New Age of Marketing

By Jud Mackrill, Orion Advisor Services on Tuesday, March 10th, 2015

Jud Mackrill, Orion Advisor Services

Once upon a time, marketing meant taking actions like passing out business cards making connections through social circles. While those techniques still have their place, they don’t tend to attract the next generation of clients. The proliferation of online shopping, not only by consumers looking to purchase entertainment but also goods and services, means that the idea of marketing a company or service has been constantly changing over the past decade...Read More »

Management Tip: Is Your Org Chart Helping You Grow?

By Kelli Cruz, Founder, Cruz Consulting Group on Thursday, March 5th, 2015

Kelli Cruz, Founder, Cruz Consulting Group

The growth of your firm relies on your strategic plan, your organizational structure and your human capital practices. Build your business strategy first, to get a clear understanding of what you want to deliver to clients. But then clarify your organizational structure to make sure you have the right people doing the right things...Read More »