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Voices Succession planning as a blueprint to follow

From Financial Planning
Added on May 2017 in Plan for the Future
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Summary: Succession planning is both a vital component of doing business as well as a valuable resource to build stronger leadership values and guide decision-making processes.

7 critical pieces of social media guidance from Finra

From InvestmentNews
Added on May 2017 in Form an RIA
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Summary: [Slideshow] More financial advisers are relying on social media to attract and communicate with clients. The Financial Industry Regulatory Authority Inc. recently issued important guidance on advisers' use of social media. Here's what you should know.

6 ways to grow a practice in times of tumult

From Financial Planning
Added on May 2017 in Plan for the Future
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Summary: The result of last year’s presidential election seems to have raised a seemingly endless number of questions for clients and their families. The issues in play range from health care law to tax code changes to the impact of trade policy and regulations on corporate profits.

Financial Services Is Industry Most at Risk for a Mega-Cyberattack: AIG Survey

From ThinkAdvisor
Added on May 2017 in Manage Your Practice
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Summary: In the nightmare scenario of a corporate cyberattack, the victim is not just one bank or power supply company but many attacked at the same time, and it could happen as early as this year, according to a new study from AIG.

What financial advisers can learn from Amazon

From InvestmentNews
Added on May 2017 in Other Ideas
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Summary: Recently my phone's storage chip malfunctioned. Unfortunately, I had a full afternoon of meetings and an early morning flight the next day. Thanks to Amazon, I had a new chip in my mailbox by the time I arrived home a couple of hours later that afternoon. How in the world can any electronics store carry enough inventory or be more convenient in giving me exactly what I need so easily?

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