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Susan Glover Insight & Advice

Move from Performance-Driven to Client-Engaging Discussions

Move from Performance-Driven to Client-Engaging Discussions

If your conversations are stuck in the past, technology can help you move forward

Guest Blog: Kelli Cruz

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

Three Tips to Improve your Technology Decision-Making

Successful evaluations and decisions require a deep understanding of your information needs, the right questions and data awareness.

Managing the Two-Minute Workplace Culture

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

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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