Blog Entries by Susan Glover, President, Susan Glover & Associates, LLC

If Only Managing Technology Were This Easy…

By Susan Glover, President, Susan Glover & Associates, LLC on Wednesday, September 16th, 2015

Susan Glover, President, Susan Glover & Associates, LLC

You’ve probably heard them many times. One-liners about how easy managing technology is, or could be, if only you...Read More »

Why Conversions Fail

Susan Glover, President, Susan Glover & Associates, LLC

I have been involved in many conversions and have seen many changes throughout the years – especially with technology. But there is one thing that has changed very little – why conversions fail...Read More »

Your Back-Office Decisions Also Require Due Diligence

Susan Glover, President, Susan Glover & Associates, LLC

Before making a decision based on a great sales pitch or time constraints, remember that due diligence also applies to your back-office...Read More »

Unfortunately, Client Meetings Are No Longer the Hub of Delivering Information

Susan Glover, President, Susan Glover & Associates, LLC

Unlike in the past when you hand-delivered and discussed the reports with clients, you are no longer there to hold their hand every time they look at information. Your clients may still want the human touch, but the era of you spoon-feeding information is gone...Read More »

Do Robo-Advisors Use Excel?

By Susan Glover, President, Susan Glover & Associates, LLC on Thursday, February 26th, 2015

Susan Glover, President, Susan Glover & Associates, LLC

Opinions on robo-advisors range from fear of competition to not impacting an advisor’s business. Regardless of where you are on the opinion spectrum, you should take this time to review areas of the robo-advisor’s success and compare them to your business model and infrastructure...Read More »

Trends and Advice for 2015: Sue Glover

By Susan Glover, President, Susan Glover & Associates, LLC on Wednesday, January 21st, 2015

Susan Glover, President, Susan Glover & Associates, LLC

Fear of cloud technology is easing as advisors, technology tools that provide added-value to clients are gaining traction, and increasing number of technology choices available to advisors some of the trends that Sue Glover sees for 2015...Read More »

It’s All About the Clients – Or Is It?

By Susan Glover, President, Susan Glover & Associates, LLC on Wednesday, December 17th, 2014

Susan Glover, President, Susan Glover & Associates, LLC

Of course it’s all about the clients. That’s why you have your own advisory firm – to better serve your clients. Now imagine a couple of scenarios that have happened or could happen to you...Read More »

Don’t Just Attend a Technology Conference – Invest in It!

By Susan Glover, President, Susan Glover & Associates, LLC on Wednesday, October 22nd, 2014

Susan Glover, President, Susan Glover & Associates, LLC

With so many conference choices from vendors, custodians, and user groups, you probably have one on your calendar or plan to sign up for one. Whether it’s a technology conference or a conference that showcases technology, you probably look forward to learning about new software and other tools that boast a high ROI...Read More »

Technology Decisions That Drive Your Staff Crazy

Susan Glover, President, Susan Glover & Associates, LLC

While assessing an advisory firm’s technology needs, I was told to “push the envelope” with Excel’s capabilities so the firm didn’t have to invest in other software. As a consultant, it was not difficult for me to respond. As an employee, I may not have had the opportunity to respond...Read More »

Year-End Means Thanksgiving & Other Useful Tips

Susan Glover, President, Susan Glover & Associates, LLC

As we enter the second half of the year, you will look at this year’s goals and to-do list and wonder if you’re halfway there...Read More »