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Susan Glover Insight & Advice

Make Smart-Technology Moves From the Inside Out

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


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.

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.”

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