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Susan Glover Insight & Advice

Move from Performance-Driven to Client-Engaging Discussions

Client discussions need to go beyond performance to provide a higher level of value.

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Guest Blog: Kelli Cruz

Many advisors asked for assistance in finding operations and admin staff. Advisors are surprised by the level of turnover in these areas. While I am not in the HR business, I do understand the difficulties of retaining good staff.

Three Tips to Improve your Technology Decision-Making

Imagine losing a prospect solely because your competitor’s prices were lower.

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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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