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Susan Glover Insight & Advice

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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Consider this conversation I had with an advisor – the advisor mentioned he was interested in a particular portfolio reporting software. I asked what he thought of it. In one sentence, he said that he hasn’t seen it, heard about it from an advisor, will have a demo on it in two days, and if he likes it, he will buy it. He then asked me how much the software cost because if it’s too expensive, he won’t look at. I didn’t bother to ask for the definition of “too expensive.”...

Unfortunately, Client Meetings Are No Longer the Hub of Delivering Information

There are many benefits to an in-person client meeting such as the ways we can tell if a client understands our presentation. Client feedback and comments determine if we are on the right track. We can see a nod in agreement, a tilt of the head indicating confusion, or a blank stare that may show boredom or lack of understanding. A client can stop us in the middle of a discussion to ask questions or clarify a point...
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