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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’.

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.

 

Thank Technology for Work-Life Integration, Not Balance

We applaud technology for enabling us to work from home but our hours have changed from an eight-hour day to being on call 24/5, if not 24/7. Not only can we work from home, but from the soccer pitch, at the dinner table, and on the golf course. Can you say that technology has streamlined your workload so that you can maintain a work-life balance? Or, has technology and other factors led you to believe that work-life balance would be easier to manage if life didn’t get in the way?

When Your Vision of Streamlined Processes Didn’t Actually Occur

Before implementing workflows, we envision a road leading to operational efficiencies and enhanced client services.  After implementation, we find that the road we are actually on is filled with bottlenecks...

Why Your Back-Office is a Revolving Door

I’m frequently asked to assist advisory firms with finding good – excuse me – any operations staff. Hiring and retaining ops staff seems to be a challenge for firms. While I am not in the recruiting business, I can understand some of the issues with finding and keeping good back-office staff, such as the repetitive nature of the tasks and lack of a career path on the operations side of the business...

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