From WealthManagement.com
Added on February 2017 in Other Ideas
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Summary: Everyone has blind spots. This concept was popularized in a model created by two UCLA psychologists, Joseph Luft and Harry Ingham, in 1955—the Johari Window. Now most people are familiar with the model, or have at least heard of it, but not much has changed when it comes to activating the mental strength required for self-awareness. I’m referring to a high-level awareness that enables you to learn your “blind spots” a.k.a. weaknesses.
From WealthManagement.com
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Summary: I’ve participated in many IT budget processes in my career. While being an accountant helped, it doesn’t take a CPA to understand that a successful budget includes realistic thinking and business planning.
From Financial Planning
Added on February 2017 in Form an RIA
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Summary: From all sides, independent advisers are told that, to stay current, they must integrate the latest technology tools into their practice. They hear regular warnings, too, about cybertheft schemes and protecting their businesses against malicious electronic attacks.
From IRIS
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Summary: To program clients to understand that referring others is just part of our business relationship we need to begin with the introduction of the concept that referrals are an expectation. We then need to create ongoing top-of-mind-awareness of that expectation….but we have to deserve them too.
From Financial Planning
Added on February 2017 in M&A Issues
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Summary: “Acquiring firms, with over $1 billion in AUM, are looking for really high-quality firms,” says David Canter the executive vice president of Fidelity Clearing & Custody Solutions' practice management and consulting arm. “There’s been an evolution in how these firms are approaching mergers and acquisitions, and they’ve become much selective in the kind of firms they want to buy.”
