Blog Entries in Practice management

Blog Entries in Practice management

4 Great Books to Enhance Your Goal Setting

By Rosemary Smyth, MBA, ACC, Author on Thursday, April 23rd, 2015

Rosemary Smyth, MBA, ACC, Author

Since effective goal setting takes practice, I’ve chosen four books that I feel would be excellent resources for those that really want to set and achieve their goals. I’ve written a short book review on each of them and feel that each author’s approach to goal setting is unique. A couple of the books are more scientific and research based while the other two are quite straightforward and easy to digest. I’m sure you’ll get some valuable tips from each one of them...Read More »

A Great Policy Requires More than Just Adding Numbers

Kellan Finley, Managing Director, Insurance Decisions

Insurance should never be sold in a vacuum. It should always be evaluated in terms of the broader, holistic picture of a client’s financial plan. In the typical and traditional sense of selling insurance, an agent will often look at what someone qualifies for versus what they need...Read More »

8 Hiring Mistakes to Avoid

By Kelli Cruz, Founder, Cruz Consulting Group on Thursday, April 16th, 2015

Kelli Cruz, Founder, Cruz Consulting Group

At its heart, an advisory firm is a people business: The value delivered is driven almost entirely by its members. Just as advisors would look for the most appropriate assets to deliver on a client's investment objective, firm owners need to understand that the way you staff and motivate your practice will drive your firm's performance...Read More »

Free Webinar: Key Traits of Winning Fund Managers

By ByAllAccounts, Webinar Series on Wednesday, April 15th, 2015

ByAllAccounts, Webinar Series

Wondering how to identify a great fund manager versus just a good one? Watch this complimentary web presentation to learn..Read More »

Rules to Help: Disaster Recovery Compliance

Carlos Coutin, Financial Services Technology Strategist, Envision Consulting

Crossing your fingers or looking on the bright side will not stop an unforeseen disaster from tearing your company offline, or worse, out of business altogether...Read More »

2015 InvestmentNews Advisor Technology Study Highlights: Integration and Going with the (Work)Flow

By Raef Lee, Managing Director, SEI Advisor Network on Friday, April 10th, 2015

Raef Lee, Managing Director, SEI Advisor Network

There are a couple of technology studies produced on a yearly basis that are worth a look. They serve up a whole bunch of statistics and it is worth taking a step back and seeing what those stats mean to you...Read More »

Website Usability Rules 101

By Advisor Websites on Wednesday, April 8th, 2015

Spring break is over and school’s back in session! With many youngsters hitting the books, you as a financial advisor may think, “hey, going back to school doesn’t apply to me anymore! I got a website to take care of now.”..Read More »

How Can RIA Firms Afford CyberSecurity?

David Gemma, Chief Marketing Officer, UNAPEN, Inc.

Recent high-profile incursions into all types and sizes of corporate networks demonstrate why Penetration Testing can be a valuable tool for protecting private data. Finding the holes and weaknesses in your network protections before the bad guys do can save astronomical amounts of money as well as your firm’s reputation...Read More »

Hot Button LinkedIn Topics for Financial Advisors - PART 2

Amy Sitnick, Senior Marketing Manager, SEI Advisor Network

LinkedIn is evolving. It’s no longer just the “resume site” of old where people go to find new jobs. It’s where people are going to do their due diligence, get their news and network with prospects and centers of influence...Read More »

Hot Button LinkedIn Topics for Financial Advisors - PART 1

Amy Sitnick, Senior Marketing Manager, SEI Advisor Network

LinkedIn is evolving. It’s no longer just the “resume site” of old where people go to find new jobs. It’s where people are going to do their due diligence, get their news and network with prospects and centers of influence...Read More »

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