Search
Search

 

Link

Operations Assessment

We place your investment in the right direction to ensure your operations are an essential part of your firm’s success

LEARN MORE



Link

Technology Evaluation & Selection

Solutions aren’t derived from a standard survey or checklist. Without vendor allegiances, we only have your firm’s best interest in mind

LEARN MORE



Link

Implementations & Conversions

A successful implementation and conversion relies on having a firm-wide project plan, not just relying on the vendor’s project plan

LEARN MORE


 

AS SEEN IN


INSIGHT & ADVICE


Managing the Two-Minute Workplace Culture

Why Advisory Firms Should Move from a Culture of “Let’s Get It Done Now” to “Let’s Get It Done Correctly”

As technology has changed the way advisory firms operate, we have evolved into a mindset of faster and better. However, a workplace of ‘faster’ doesn’t always translate to ‘better’.

Make Smart-Technology Moves From the Inside Out

Your purchase decisions should be based on your firm’s internal needs and goals

Read the entire article.

Guest Blog: Wes Stillman, RightSize Solutions

5 Key Technology Questions for Every RIA

Properly managing technology is essential to your firm’s business health and keeping your clients’ personal information safe. It can also help you to gain a competitive advantage and do better business In our first guest blog post, Wes Stillman, CEO of RightSize Solutions, provides '5 Key Technology Management for Every RIA' to help you refine your cybersecurity and technology management plan.

 

RSS

©2017 Susan Glover and Associates Terms Of Use Privacy Statement
Back To Top