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Susan Glover Insight & Advice

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.

As quoted in InvestmentNews - Advisers need to be aware that, when it comes to technology, anything can be tracked

June 3, 2016--Read my recent interview with Alessandra Malito from InvestmentNews 'Advisers are on their own for figuring out the rest: what to put in the note, how much time to allow for updating a note and what happens if something is forgotten. Advisers need to be aware that, when it comes to technology, anything can be tracked, said Sue Glover, president of Susan Glover & Associates, a financial services technology consultancy company.

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If Only Managing Technology Were This Easy…

You’ve probably heard them many times. One-liners about how easy managing technology is, or could be, if only you: Designate someone as the firm “techie” Outsource all of your technology needs Agree that (pick a tech) is the backbone of …
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