6 Reasons to Switch to Cloud Computing
By Amy E. Buttell
It sounds mysterious and complicated, but cloud computing involves, at its most basic, moving your computer applications off your desktop and to the Internet.
CRM Snapshot: Adviser Use, Satisfaction and Cost
By Spenser Segal
What will your experience be if you start using CRM for the first time, or how do you compare to the average adviser if you've already implemented CRM?
Now Is a Good Time to Get Referrals
By Duncan MacPherson
Never before have the friends and family members of your best clients been more open to listening to your clients brag about you than right now.
Use Focus Groups to Solve Referral Challenges
By Dan Allison
Use focus groups to accomplish four key things, all of which can result in more quality referrals.
HR Best Practices
By Mary Dunlap, CFP®, and Debra M. Girvin, SPHR
Six HR topics to keep on your radar screen.
What It Really Means to Run Your Practice Like a Business
By Lisa A.K. Kirchenbauer, CFP®, RLP®
Practical ideas to consider for even the one-person business to run more effectively and prosperously.
Create a Transparent Practice
By Todd Tyler, CFP®
How to transform client concerns into a competitive advantage.
Boost the Value of Your Business
By Sam Hull, CFP®, ACC
When you're ready to sell, the first critical action you should take is improving the value of your business on the open market.
Investing and the Human Brain
By Steven S. Shagrin, J.D., CFP®, CRC®, CRPC®
Logic and reason may not always be the best method of communication when clients are caught in an emotional spin.
Adjusting to the New Normal
By Daniel C. Finley
How to make better client connections in today's environment.