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Great Companies Obsess Over Productivity, Not Efficiency

From Harvard Buisness Review
Added on March 2017 in Manage Your Practice
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Summary: When it comes to strategy, efficiency and productivity are very different. At a time when so many companies are starved for growth, senior leaders must bring a productivity mindset to their business and remove organizational obstacles to workforce productivity.

Tough Love: Integration Isn't a Differentiator Anymore

From IRIS
Added on March 2017 in Other Ideas
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Summary: We’re hearing from advisors that integration is oversold and undelivered so often, they now think it’s simply lip service. They’ve been promised over and over again that a software solution will integrate with their custodian. But if the custodian hasn’t fully committed to developing seamless functionality or bi-directional data, the solution doesn’t work. If the advisor has to make the connections, the effort is doomed to fail.

Contemplating Independence? Get Back to Basics

From Financial Advisor IQ
Added on March 2017 in Form an RIA
0 visitor like this article | Viewed 101 times | 0 comment

Summary: Whether you come from an RIA or broker-dealer background, starting your own practice is both exciting and challenging. You’ll find you need to be an expert in all the support services you may have taken for granted when you worked for a larger firm, such as compliance, technology and marketing.

RIAs take a soft approach to cross-selling

From InvestmentNews
Added on March 2017 in Manage Your Practice
0 visitor like this article | Viewed 86 times | 0 comment

Summary: Registered investment advisers are under increased pressure to grow their business and deepen client relationships, which forces them to sell their full spectrum of services to as many clients as possible. Thus, RIAs have become masters of the cross-sell.

Talent Development, Cybersecurity Are Top Advisor Concerns: IAA/Cerulli Poll

From ThinkAdvisor
Added on March 2017 in Other Ideas
0 visitor like this article | Viewed 119 times | 0 comment

Summary: Developing the next generation of talent and worries over cybersecurity are the top priorities for RIAs, according to a just-released Investment Adviser Association and Cerulli Associates poll.

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