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Summary: In our newest paper, The Purposeful Advisory Firm, we look at the tradeoffs between creating a lifestyle business vs. building an enterprise firm. We also suggest ways to maximize the business, no matter which route the advisor/business owner takes. The idea for the paper came from consulting with many great firms who are maturing to a point that some significant business decisions have to be made, yet the industry typically only had one suggestion – build an enterprise.
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Summary: Virtual meetings are an increasingly popular method of communication for advisors and clients today. And yet, there are still a number of firms who aren’t quite on board with this newer and more accessible method of communication.
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Summary: [PODCAST] Dr. Jack Singer has worked with professional athletes, Olympians and advisors. We'll talk about how advisors need to have mental toughness just like athletes. Dr. Jack will also share tips on how to enhance your mental toughness to be more successful.
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Summary: RIA owners can follow these four steps to get the most out of technology while protecting themselves from cyberthieves. When advisers make smart decisions about technology usage, they are engaging in a pre-emptive strike against potential fallout from future cyberattacks.
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Summary: As I sit through today's conference agenda at the T3 Advisor Conference in Orange County, CA., I grow impressed with the array of fintech financial advisors have at their disposal. Here is our look at the top five technologies wealth managers, and other industry professionals will be embracing in 2017 and beyond.
