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Summary: As we enter the final days of 2015, many advisors will be taking time to review the year. Some will reflect on the turbulent markets, others will look at missed opportunities for growth, but most will write off 2015 as a moderately successful year. But instead of looking back, it is even more important to consider your game plan for next year.
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Summary: As another unusually active year comes to a rapid end, let's look forward to 2016 and imagine what the industry should anticipate in the year ahead.
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Summary: This week, I was in the audience for the taping of an episode of the CBS comedy, “The Big Bang Theory”. Although we were only together about three hours, I was very surprised to see the audience area only seats about 200 people. When I’ve watched the show, I thought there was a much larger group of people behind all that laughter. In fact, we experienced first-hand six key lessons in team leadership drives a lot of that laughter, in addition to great writing and acting.
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Summary: As technology progresses at a rapid pace, financial services firms are faced with a host of cyberthreats, including email hacking, outdated digital signature models and third-party vendor breaches.
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Summary: One of the biggest challenges we face as business consultants to advisory firms is when owner-advisors come back from an industry conference with one or two (or six) “new initiatives” that they heard a consultant or advisor talk about and which they want to implement “right away.” Based on our experiences over the past 15 years, we find that these “business ideas” typically fall into 3 categories:
