Susan Glover Blog

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’.

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.

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.”

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?

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