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Susan Glover Insight & Advice

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...

As quoted in InvestmentNews - Salesforce adds compliance features to financial services CRM for DOL fiduciary rule

More software providers will add or enhance their tools to assist advisers in meeting the regulation's requirements

Enjoyed speaking with Alessandra Malito on Salesforce adds compliance features to financial services CRM for DOL fiduciary rule

 Sue Glover, president of Susan Glover & Associates, a financial services technology consultancy, said the core of an adviser's practice is not necessarily the CRM but depends on the services advisers provide — for some professionals, it may be the portfolio management system, while others may say it is their financial planning software.

 Read the fill story HERE 

Speaking Event - The Women Advisors Forum New York

Sue Glover recently spoke at The Women Advisors Forum New York on June 22, an event is dedicated to fostering the growth and success of women in the industry, and bringing you together to network and make the business and intellectual connections that will help you succeed.
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