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JIFFY.AI’s Panel Discussion: “Automation in Financial Services”
Asset-Map’s AdviceTech.LIVE: “What’s Next in Advice Tech”
When to Use Network Drives vs. the Cloud
In this video, Chief of Staff Erin discusses how to streamline your document management process.
How to Be Productive During an “Off Week”
In this video, Penny discusses ways to stay productive and efficient when you have a light calendar.
Meeting the Evolving Needs of Female HNW Investors
Women are a growing economic force in the world, controlling one-third of all wealth. Yet many wealth management firms and the industry as a whole continue to misunderstand the needs of women investors leaving them underserved.
Finding the Cure For Fragmented Data in Legacy Wealth Management Systems
According to a 2019 study, small businesses use an average of 40 different apps. This number grows to over 200 for enterprise-sized companies and can include many with overlapping and duplicative functionality due to merger and acquisitions that pile layer upon layer of tech debt.
What Happens When You Resign From a Non-Broker Protocol Firm?
Non-Broker Protocol breaks can be challenging if you are not prepared for what could happen before, during and after your transition. If you are considering transitioning out of your firm, the first thing you should do is find out if your firm participates in Broker Protocol. The Broker Protocol is an agreement between firms enabling advisors to leave one for another amicably. The agreement outlines the pieces of client information that the advisor can take with them and dictates the process for leaving and communicating with clients.
How to Wow Prospects Without Trying
In this video, Penny discusses simple steps you and your team can take to wow prospects and new clients.
Should Advisors Force Employees Back to the Office?
Last week, Morgan Stanley CEO James Gorman told his 60,000 employees to come back to the office. "If you can go to a restaurant in New York City, you can come into the office. … If you want to get paid New York rates, you work in New York," Gorman said. "None of this 'I'm in Colorado...and getting paid like I'm sitting in New York City.' Sorry. That doesn't work."