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Susan Glover Insight & Advice

Don’t Just Attend a Technology Conference – Invest in It!

With so many conference choices from vendors, custodians, and user groups, you probably have one on your calendar or plan to sign up for one. Whether it’s a technology conference or a conference that showcases technology, you probably look forward to learning about new software and other tools that boast a high ROI.

Technology Decisions That Drive Your Staff Crazy

While assessing an advisory firm’s technology needs, I was told to “push the envelope” with Excel’s capabilities so the firm didn’t have to invest in other software. As a consultant, it was not difficult for me to respond. As an employee, I may not have had the opportunity to respond....

Year-End Means Thanksgiving & Other Useful Tips

As we enter the second half of the year, you will look at this year’s goals and to-do list and wonder if you’re halfway there. If you think you have until December 31 to complete your tasks for the year, think again. December is a bad time to start or be in the middle of a project. December is the time for year-end client requests, tax strategies, money...

And the Definition of Obsolete Technology is…

While attending a technology seminar, the speaker mentioned “obsolete technology” several times during the presentation. At its conclusion, I asked what the definition of “obsolete technology” is...

Information Needs to be More Than Intelligent

When it comes to technology, advisors seem to thrive on the latest trend and buzzwords. In 2013, vendors loved to talk about their products delivering integration and ROI. This year, vendors will be talking about Big Data and Intelligent Information...
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