Disaster Recovery: Compliance with SEC Guidelines

Carlos Coutin, Financial Services Technology Strategist, Envision Consulting

Nothing is as potentially disastrous as having no plan to shield your business from an unexpected emergency. A plan to safeguard business data is critical, and readily available through backup, storage and some advance planning for quick recovery after a calamity, whether natural or manmade. The blood, sweat and tears that go into establishing a business could be in vain if that business lacks a plan for disaster recovery...Read More »

7 Tips for a Successful Webinar

By Bill McGuire, Principal, W.M.McGuire, LLC on Tuesday, February 10th, 2015

Bill McGuire, Principal, W.M.McGuire, LLC

One of the trickiest parts of the webinar process is to ensure a good turnout. So that you’re not sitting alone on your next webinar, here are a few things to consider when planning your promotional efforts...Read More »

Advisors’ Morning Cup of Links: Blogging, De-stressing, and Getting Feedback

By John Anderson, Managing Director, SEI Advisor Network on Thursday, February 5th, 2015

John Anderson, Managing Director, SEI Advisor Network

Since you are reading this blog, hopefully you realize that blogging is a great way to communicate your message and show some personality...Read More »

Create a Clearer Vision for Your Business

By Rosemary Smyth, MBA, ACC, Author on Wednesday, February 4th, 2015

Rosemary Smyth, MBA, ACC, Author

There is a famous quote by Lewis Carroll that says, “If you don’t know where you are going, any road will get you there.” Having a vision and knowing where you want to go is one of the cornerstones of your business. By communicating what it is you want your business to look like, you will be able to focus your intentions and create a foundation for making decisions and evaluating opportunities...Read More »

HR Tip: To Increase Sales, Change Your Culture

By Kelli Cruz, Founder, Cruz Consulting Group on Tuesday, February 3rd, 2015

Kelli Cruz, Founder, Cruz Consulting Group

If you want all your advisors to develop new business, you’ll need to create a firm culture that makes generating sales a way of life — for the entire firm...Read More »

Mobile Technology Webinar for Advisors: Trends and Best Practices

By ByAllAccounts, Webinar Series on Thursday, January 29th, 2015

ByAllAccounts, Webinar Series

Live Webinar Wednesday, Feb. 4 2 p.m.–2:45 p.m. EST..Read More »

Windows 10 – The Desktop is Back!

By David Gemma, Chief Marketing Officer, UNAPEN, Inc. on Tuesday, January 27th, 2015

David Gemma, Chief Marketing Officer, UNAPEN, Inc.

In April 2015, Microsoft is expected to provide an official release date; the current expectation is sometime late in 2015...Read More »

Social Media Trends Financial Advisors Need to Know in 2015

Amy Sitnick, Senior Marketing Manager, SEI Advisor Network

It’s 2015. It’s 2015! According to Back to the Future II, we should be levitating and flying down the street. We’re not (yet), but technology is all around us and invading every aspect of our lives beyond just our mobile phones. This was apparent last week at the Consumer Electronics Show. The main theme there? Technology everywhere. Refrigerators, shoes, and more are becoming smarter. Let’s face it. Social media is no longer the next big thing. It’s here, it’s how we communicate with each other and it’s continuing to evolve..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 »

Stop Being a Sheep -- It’s Time to be The Shepherd

By Kim Ann Curtin, Founder & CEO, The Wall Street Coach on Tuesday, January 20th, 2015

Kim Ann Curtin, Founder & CEO, The Wall Street Coach

If I had to pick what will be the #1 emerging trend for 2015, it’s Authenticity. When I look back over his past year I see a huge shift in all of business, especially in financial advising and consulting, on being more authentic. Professionally and personally -and I believe it’s going to be big...Read More »