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Susan Glover 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

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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.

 

The Value of the Human Touch

Technology can only take you so far. Financial advisors need to achieve the right balance of tech and human interaction for a successful client experience.

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5 Budgeting Mistakes to Avoid When Replacing Legacy Software

When working with clients on replacing software, I always start by emphasizing that they need to have a realistic vision of the process. As with other major projects, advisors need to plan for hidden costs and unexpected events that will arise and impact the project’s overall success.
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