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Susan Glover Insight & Advice

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.”

As quoted in InvestmentNews - How fintech aims to make DOL fiduciary rule manageable

Wealth of tools popping up to help with compliance, but will require proper adviser due diligence

Risk management tools and tweaks are being introduced nearly daily now to help advisers comply with the Department of Labor's best-interest rule for retirement advice, which goes into effect in less than six months.

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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