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Susan Glover Insight & Advice

Visualize Your Practice Management Areas as a Venn Diagram

When evaluating practice management areas, advisors tend to focus on each area as if it were a stand-alone component. Advisors also like to create their practice management list in order of importance or by the percentage of time they spend …

Business Intelligence – Having the Right Information, Making Good Decisions

Advisors understandably question what vendors mean when they advertise products as “Business Intelligence” tools.  Search on-line for business intelligence and you get a process used by companies with a lot of buzzwords such as SQL, data analytics, and data mining …

Technology That is Wrong for Your Firm is a Costly Mistake – Tips on Making the Right Decision

Reasons advisors may consider new technology: Automate a manual process or streamline an existing process Feel that needs are not being met with the current system Believe that issues can only be resolved with new technology Pressure from vendors about …

5 Things Your Back-Office Staff Would Like You to Know

If asked how well you understand your business, you can probably boast how well you know and manage your clients. You can forever talk about how good you are at managing money and giving investment advice. It’s great that you …

Show (Don’t Tell) Your Clients Your New Technology Tools

Your clients will be happy for you when you tell them about your new technology tools.  Your clients will be happier when you show them your new tools. Congratulations!  You just implemented a new ______________ (insert CRM, portfolio reporting, re-balancer, …
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