If you are serious about building a great financial services firm in today’s fast-paced digital environment, listening to these informative conversations can help. I am always looking for the best and brightest people in the profession to share their insights and advice. These three conversations are sure to spark an idea or two. In this
Brooke Southall at RIABiz.com asked me to send him some comments on the “Mallouk mega deal” a couple weeks ago. Brooke’s article published the next day – you can read it here: Tiger By the Tail: What to Make of Peter Mallouk's Deal with Tony Robbins and Where the Unlikely Pairing Might Go from Here.
These three subject matter experts shared some pretty awesome insights and observations with me last month. They all talk about where they see challenges and opportunities within the financial services profession. Stop what you're doing now and listen to one or more of these audio clips. You'll be glad you did. Khalid Usmani on marketing
Join Everplans co-founder Abby Schneiderman on March 1, 2016 at 4PM EDT as she explores the “digitalization” of financial planning with Neal Quon co-Founder of QuonWarrene. This brief and informative discussion will focus on the digitalization of planning and how Everplans can position you to take full advantage of the new paradigm. Abby will demonstrate the ins
These three subject matter experts were kind enough to spend some time educating me on where they see challenges and opportunities within the financial services profession. You'll see a common thread running through each of these ten-minute audios: New and innovative technology is playing a major role in helping advisors (a) solve problems for their
Check out this thought leader roundtable brought to you byMatt Lynch and professional colleagues at Strategy and Resources LLC. Visit AdvisorsThinkTank.com to access now. Visit http://www.impactcommunications.org to learn more about Marie Swift and Impact Communications. Visit http://www.marie-swift.blogger.com to post a reply or read other Best Practice profiles.
I was pleased to hear from my local FPA chapter and the instructors at UMKC who are partnering with the KC chapter to put on Career Day 2015. If you are in the area, please join us for the afternoon, November 6, 2015, on the UMKC campus. This is an important conversation and I hope
Visit now: www.TechnologyToolsForToday.com Visit http://www.impactcommunications.org to learn more about Marie Swift and Impact Communications. Visit http://www.marie-swift.blogger.com to post a reply or read other Best Practice profiles.
I'll be at the FPA B.E. Conference in Boston. Find me and say hello! I'll be hanging around these booths — all of which are Impact friends and clients, all of which offer some pretty fantastic solutions for independent advisors and allied institutions: Vanare | NestEgg – Table #17 Client Driven Practice – Table #15
Matt Lynch, Managing Partner at Strategy and Resources, LLC will discuss trends that affect major firms, from the “vendor identity crisis” to “regulatory pressure,” to “trends in advice” as well as “succession issues” and “micro-marketing.” Matt's presentation will be followed by table discussions centered around the key trends, facilitated by Strategy and Resources' resource partners