Search
Search

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.

 

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.

Three Key Considerations for Implementing a Successful Client Portal

 What good is a great looking portal if a client calls you and says:

“I love how my new reports and portal look, but the data looks different. Not only is the data incorrect, I don’t understand what it means.”

If Only Managing Technology Were This Easy…

You’ve probably heard them many times. One-liners about how easy managing technology is, or could be, if only you: Designate someone as the firm “techie” Outsource all of your technology needs Agree that (pick a tech) is the backbone of …
RSS
1234

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